Job Description
We welcome interns to join our team to learn about the Wealth Management industry and our firm. Our financial advisors and their teams deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts.
We're looking for an intern to:
• work on projects that have a real impact on clients and gain product knowledge
• support our team of Wealth Management advisors and wealth strategy associates
• compile market and investment research
• leverage Microsoft Excel skills to assist with portfolio analysis
• prepare client meeting materials and generate performance reports
• assist with the responsibilities of running an entrepreneurial business model
• attend presentations by WMA leaders to help you understand our industry, culture and strategy
