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Wealth Management Intern 

Position Intern  
Full-Time/Part-Time Full-Time and/or Part-Time  
Category Internship  
About the Organization We are in the 'people business' first and foremost, and we are constantly seeking the very best financial minds to work for our firm.

We embrace diversity, partnership and collaboration among staff members, capitalizing on each employee's strengths. Our culture of focusing on each client's distinct needs has led us to develop a team structure and approach to serving our clients.  

We are Looking for Students:

  • Who are self-driven and inquisitive
  • With the ability to assess and initiate things independently
  • Who work well in a collaborative team environment
  • With knowledge of basic financial planning, income tax, stocks and bonds, mutual funds, and other financial information
  • With strong oral and written communication skills
  • Proficient in Microsoft Office applications (Word, Excel & PowerPoint)
  • With the ability to quickly learn web-enabled applications and database software

What You Will Gain From the Experience:

  • Hands-on industry experience working with financial professionals in a collaborative team environment
  • Exposure to different areas of the wealth management industry, including: investment, retirement, risk management, estate and tax planning
  • The opportunity to assist team members in the financial planning process from start to finish and apply academic knowledge to real world experiences
  • Opportunities to attend group educational meetings regarding various financial topics
  • Personalized attention with dedicated team members
  • Opportunities to participate in client meetings
  • Opportunities to meet with senior professionals in the industry to learn more about our unique approach to wealth management
  • Competitive compensation
Shift Days  
Position Requirements

Education and Job Experience Preferences:

  • The preferred candidate will be in his or her junior or senior year working toward a Bachelor’s degree in Finance, Economics, Family Financial Management or similar major or degree
  • The preferred candidate will have taken some courses toward the CFP(R) designation
Salary Range $17 per hour  

This position is currently accepting applications.

Apply Now


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