Wealth Management Intern
Core
Summer internship for college students to gain real-world experience in wealth management and financial planning at a registered investment advisory.
Role type
Summer Intern, Wealth Management
Builds
Financial planning projects, client presentation materials, and research reports
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Financial planning, stock and bond research, portfolio management, spreadsheet modeling, CRM usage, Microsoft Office proficiency
Preferred skills
Campus leadership experience, prior professional work experience
Technologies
Bloomberg, YCharts, HiddenLevers, Riskalyze, e-Money Certification
Responsibilities
Shadow client presentations, assist in preparing financial documents and performance reports, conduct independent research on securities, participate in Investment Committee meetings, build spreadsheets for financial planning opportunities, work virtually on financial planning projects
Seniority
Intern, entry-level student