Wealth Management Intern
Core
Summer internship for college students to gain real-world experience in wealth management and financial planning.
Role type
Summer Intern, Wealth Management
Builds
Financial planning projects, discretionary investment portfolios, client presentation materials
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Financial planning, Financial analysis, Microsoft Office proficiency, Data gathering, Tax planning basics, CRM usage, Spreadsheet creation
Responsibilities
Shadow client presentations, Assist in financial document preparation, Support full financial planning process, Assist in investment portfolio design, Conduct independent research for planning opportunities, Work on virtual financial planning projects
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