Wealth Management Assistant/Intern
Are you looking to expand your knowledge and be part of a successful team? Are you a driven, self-motivated student looking for an internship opportunity? Our well-established and growing financial firm is seeking to add a Wealth Management Intern to the team! The ideal candidate for this role will be someone who wants a long-term career as a financial professional and is eager to learn how we help clients plan for retirement.
Working under the direction of our Wealth Managers, the Wealth Management Intern will support client and prospect meetings, learn our planning process from start to finish, and help prepare the materials that bring each client’s retirement plan to life, while complying with Firm and Industry standards. A successful candidate should be a highly motivated self-starter who is curious and eager to learn.
Key responsibilities:
- Shadow Wealth Managers in client and prospect meetings to learn our consultative process and client onboarding
- Take meeting notes, enter them into our CRM system, and help start follow-up actions
- Draft post-meeting summary letters for Wealth Manager review
- Help the Financial Planning Department create and update Retirement Analyzer reports
- Learn the firm’s investment philosophy and the products we use
- Attend client education seminars and events to see how our Wealth Managers connect with clients and prospects
- Learn which compliance forms are needed during onboarding and for existing clients, and keep files and records in line with firm policy
- Complete assigned training modules on the firm’s processes and roles
- Be accountable for daily actions and see each process through to completion
Professional Development Opportunities
- Learn how a successful fiduciary advisory firm operates
- Receive mentoring from experienced Wealth Managers and financial planners
- Gain exposure to career paths within wealth management and financial planning
- Learn about industry designations including CFP® and licensing requirements
Minimum Requirements:
- Strong organizational, prioritization & interpersonal skills
- Excellent communication skills, both verbal and written
- Professional demeanor and comfort in client-facing settings
- Pursuing or holding a degree in Finance, Accounting, Business, or a related field, with junior/senior status at a four-year institution
- Interest in pursuing industry licensing (e.g. Series 65, Life & Health) and the CFP® designation is a plus