Wealth Management Internship
Core
Summer internship supporting Wealth Management advisors in client presentations, financial planning, and investment portfolio management.
Role type
Summer Intern, Wealth Management
Builds
Financial planning projects and discretionary investment portfolios
Domain
Financial Services / Wealth Management
Required skills
Financial planning, CRM usage, Microsoft Office proficiency, Data gathering, Tax planning basics, Spreadsheet creation
Responsibilities
Shadow client presentations, Assist in financial document preparation, Support full financial planning process, Conduct independent research, Build spreadsheets for planning opportunities, Assist in investment portfolio design