OVERVIEW

Join a financial advisory firm with a goal to be one of the most admired advisory firms serving highnetworth individuals in NYC. They combine inhouse investment management and wealth management expertise to build longterm relationships with its clients.

POSITION DESCRIPTION

• Gain experience working in a professional environment
  

• Learn how to strategize/problemsolve in a team environment to help clients achieve financial goals
  

• Experience what it is to play a critical role in promoting client loyalty and a worldclass client experience
  

• Develop relationships with potential mentors who are leaders in the wealth management field
  

• Reports to: Financial Planning Manager
  

• Job Level: NonExempt
  

JOB SUMMARY

The Wealth Management Intern supports the private client group by shadowing the team and assisting with client service requests and special projects. This individual must have strong criticalthinking skills and work well individually as well as part of a team. A qualified candidate is a clear communicator is detailoriented has a high degree of followthrough handles multiple tasks efficiently and thrives in a fastpaced working environment where each day is different. The ideal candidate 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.

RESPONSIBILITIES

• Works closely with the firm s most experienced Financial Advisors
  

• Shadows Financial Planning Associates and Financial Planning Associate Manager
  

• Interacts with other team members and departments to provide excellent client service
  

• Completes client and advisor requests and any special projects as assigned by manager
  

• Helps to schedule client meetings and prepare meeting presentations
  

• Inputs data into financial planning software
  

• Data entry into Advisor CRM
  

• Answer phones
  

Requirements

QUALIFICATIONS & SKILLS

• Enrolled college student (Junior/Senior)
  

• Proficient in MS Office
  

• Cooperative spirit and drive; Ability to work independently but also in a team
  

• Excellent communication organizational interpersonal skills and good phone etiquette
  

• Strong attention to detail and ability to follow through on projects effectively
  

JOBMATCHING

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