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, Finance, Accounting, Microsoft Office proficiency, independent research, spreadsheet creation
Responsibilities
Shadow client presentations, assist in financial document preparation, support the full financial planning process, assist in designing investment portfolios, conduct independent research for financial planning opportunities
Seniority
Intern
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