Wealth Management Internship

Overview:

Interns will gain hands on experience. Our Team covers a wide array of areas, dealing with high net worth private and institutional clients. The internship provides exposure to various areas of financial services including portfolio management, financial planning, estate planning, charitable giving, Institutional Wealth Services and more.

Duties include assisting with:

• Office clerical work including answering phones, filing and organizing calendars
• Meeting preparation work including building presentation books
• Portfolio reviews, summarizing firm research (as well as using 3rd party research tools) and attending investment PM meetings 
• Helping with financial planning reviews 
• Client outreach and managing day to day tasks of the team pertaining to existing client relationships

An ideal candidate will be a team player, self-starter and strong communicator. Interns will work very closely with team associates, as well as financial advisors and will sit in our collaborative, team environment.

For consideration, please include an unofficial transcript with your application, writing sample and presentation sample completed within the 18 mo's.