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 Wealth Management Intern
Builds
Financial planning projects, client presentation materials, and portfolio research reports
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Financial research, CRM and financial planning software usage, portfolio management software, Microsoft Office proficiency, data analysis
Preferred skills
Leadership experience, campus organization involvement
Technologies
Bloomberg, YCharts, HiddenLevers, Riskalyze
Responsibilities
Shadow client presentations, assist in preparing financial documents and performance reports, conduct research on securities, participate in Investment Committee meetings, build spreadsheets for financial planning opportunities, work on virtual financial planning projects
Seniority
Intern