Wealth Manager

Internship Title Analyst Emoney & Financial Planning 

Company: M3 Family Office, LLC

About Us:

M3 Family Office, LLC is a family office advisory firm dedicated to providing comprehensive wealth management, investment generational wealth, and financial planning solutions to members of the Venture Capital and Private Equity community and their portfolio companies. With a strong commitment to excellence, integrity, and personalized service, we strive to help our clients achieve their financial goals and preserve their legacies for generations to come.

Position Overview:

If you are an Accounting, Finance, Economics, or Pre-Law major or studying for your CFP or your Financial Planning Degree and have an interest in digital and automated solutions for the next generation of a Virtual Family Office. 

We seek an organized, analytical, and motivated candidate with career aspirations to become a Wealth Manager on a team of concierge Financial Planners for Family Office clients. In this pivotal role, you will work alongside a team of skilled Financial Planners but also utilize cutting-edge financial technology, including eMoney software, the M3 Carried Interest cashflow model and Wealthbox CRM, to provide comprehensive wealth management services to our high-net-worth clients in the private equity community. This is a HYBRID work position with the opportunity to work 100% virtual or collaborate with team members in our office in Needham

This internship can be used for class credit and pays $10 an hour with an end of semester completion bonus.

Key Responsibilities:

- Contribute to a team of Financial Planners, providing High-end Family Office Services.

- Develop and implement comprehensive wealth management strategies for high-net-worth clients, leveraging the latest financial technology.

- Become a Guru in eMoney software to create detailed financial plans, assess risk, and project future financial scenarios.

- Effectively manage client relationships, connecting with clients to understand their unique financial needs and aspirations.

- Provide personalized financial planning advice, considering tax implications and investment strategies.

- Stay updated on industry trends and regulatory changes to ensure compliance with financial laws and regulations.

- Implement and manage client data and communication through Wealthbox CRM, ensuring efficient and effective client interactions.

- Consistently deliver excellent client service, addressing client inquiries, concerns, and requests promptly and professionally.

Qualifications:

- Junior or Senior undergrad or graduate degree

- Desire for a post graduate career in HNW Wealth Management

- CFP certification or working towards it

- Strong knowledge of tax strategies, investment vehicles, and financial regulations.

- Exceptional analytical and problem-solving skills with meticulous attention to detail.

- Outstanding interpersonal and communication skills.

- Excellent time management and organizational abilities.

- Proficiency in eMoney software, or sophisticated planning software 

Why M3 Family Office, LLC:

- Opportunity to work with high-net-worth clients and lead a team of Financial Planners.

- Access to state-of-the-art financial technology, including eMoney software and Wealthbox CRM.

- Collaborative and supportive team environment.

- Commitment to professional development and growth opportunities.

- A culture that values integrity, client-centricity, and excellence.