Early Career Retirement Wealth Management Associate (12-week program)
Core
12-week internship providing hands-on exposure to retirement plan consulting, wealth management consulting, and retirement plan administration.
Role type
Early Career Consultant (Intern)
Builds
Retirement plan consulting services, wealth management solutions, and retirement plan administration for clients.
Domain
Financial Services / Retirement & Private Wealth
Required skills
Microsoft Word, Excel, Outlook, data entry, client meeting support, investment research assistance, plan design support
Preferred skills
Positive attitude, excellent verbal and written communication, strong organizational skills, collaborative team player, independent and self-motivated
Technologies
RPAG (client management system), Microsoft Office Suite
Responsibilities
Assist with preparation of client meeting materials, attend client meetings, assist with investment research and analysis, support plan design dashboard activities, enter and update participant outcomes data, collect data for prospective clients, attend marketing events
Seniority
Intern / Early Career