Wealth Management Intern

A Wealth Management Intern supports the wealth group by shadowing the team and assisting with client service requests and special projects. This individual must have strong critical-thinking skills and work well individually as well as part of a team. A qualified candidate is a clear communicator, is detail-oriented, has a high degree of follow-through, handles multiple tasks efficiently, and thrives in a fast-paced working environment where each day is different. One will be exposed to a variety of financial topics including but not limited to, cash flow analysis, retirement planning, insurance and risk management, and education planning.