Financial Services Summer Intern

Island Wealth is looking for a summer intern who is driven, entrepreneurial, self-motivated, great at building relationships and goal-oriented. Experience with a front facing service-related job is a plus (restaurant, etc.).

Make an Impact: Contribute to meaningful work that helps families make informed financial decisions, creating a lasting positive impact.

Advisor Support: Shadow our advisors, assist with meeting preparation, pull
investment reports, and gather essential documents.

Client Analysis: Engage in fact-finding to help identify clients’ long-term goals,
analyze data and learn how to develop recommendations based on client needs.

Client Meetings: Attend financial planning meetings, take notes, and learn from
real-world scenarios.

Client Communication: Answer phone calls, schedule appointments, and assist
with client communication.

Operations Support: Collaborate with our operations team by reviewing meeting
notes, completing action items, and processing paperwork.