We are seeking talented, highly motivated students who have demonstrated significant academic achievement, intellectual curiosity and an interest in financial services for our Private Wealth Summer Internships.
This is a ten week program that offers competitive compensation and invaluable experience in the financial services industry.
Interns will play a key role working with Financial Advisors and their teams to provide support in all aspects of the business. Specific responsibilities and activities may include:
Analyzing financial information for clients/prospects to determine strategies for achieving investment objectives
Working hands-on with clients to respond to inquiries via written and verbal communications
Completing ad-hoc business projects
Partnering with team members toward a common goal of exceptional client service
Preparing for and participating in a robust on-boarding training program
Interacting and networking with professionals throughout the firm to fuel career success
Candidates should be top academic performers, be interested in the investment management industry and meet the following criteria:
-Graduation between December 2022 and June 2023
-Demonstrate excellence in academics with a -cumulative GPA of 3.0 or better
-Eligible to work in the US, without sponsorship
-Demonstrate strong leadership experience
-A track record of exceptional performance in extracurricular and professional activities
-Some coursework in finance and economics is preferred
-Proficiency in Word and Excel are preferred
-Strong client-service orientation: Enjoy building relationships both internally and with clients
Collaborate to drive successful client outcomes through decisive, strategic thinking and strong communication skills (both written and verbal)
Excel at prioritizing multiple demands in a fast-paced environment with a high attention to detail
-Candidates must be available to work full-time from June to August.
It is not permissible to simultaneously take academic classes or hold other employment that will conflict with the internship schedule.
Selected candidates will need to successfully complete a thorough background check.
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