Summer Internship at RIA
Summer Internship at RIA
Internship Period:
10 weeks starting June 9th with 2 vacation days and 2 holidays. All time off requests must be approved in advance.
Standard hours will be Monday, Wednesday and Thursday 8:30am to 5pm with a 30-minute unpaid lunch break.
All work will be in office in McLean, VA 22102.
Payment: $18/hour with delivery of time sheet
Benefits: No benefits extended for internship. No health insurance or retirement plan.
Description of Internship Duties include but are not limited to:
- Assist Financial Advisors in researching and tracking investment models and strategies
- Learn the practical application of investment and financial planning concepts
- Assist in the management and operations of a Registered Investment Advisor firm including tasks and projects as assigned by the client service team
- Exposure to investment management analytical tools: Excel, Money Guide Pro, Koyfin, Advyzon, Pontera and Holistiplan
- Assist Financial Advisors by running client reports and Planning Tools