Wealth Management Intern

Summary

Join our Wealth Management Department as a talented and enthusiastic individual to work directly with Advisor team, providing direct assistance to fulfill client needs, and develop skills and experiences.

Requirements

• Pursuing a bachelor’s degree in financial planning, finance, or accounting
• Minimum 3.0 GPA and a solid track record of academic achievements
• Completion of intermediate finance and/or accounting course(s)
• General understanding of financial markets, economics, investment products and financial planning
• Strong analytical aptitude and ability to synthesize complex information
• Detailed oriented with sound organizational skills
• Ability to prioritize and be self-directed

Responsibilities

• Work in financial planning software, eMoney, to build financial plans and craft recommendations
• Assist with client onboarding and account administration
• Research and present findings on assigned financial planning topics
• Prepare for and participate in client meetings
• Assist in the development of client communications
• Roll over previous year tax returns into tax planning software, Holistiplan, to prepare for tax planning season
• Prepare tax projections to illustrate tax planning opportunities for clients
• Assist with investment activities that may include trading, analyzing trends, and evaluating asset allocation

Benefits

• Boulay Buddy Program
• Department Point Person
• Intern Appreciation Event
• Employee Appreciation Activities
• Training & Development Programs
• Open Doors at All Levels
• Feedback Discussion