Finance & Banking Intern, Wealth Management

Position:
Internship – Dopkins Wealth Management, LLC

Pay Rate:
$23.00 per hour

Internship Experience

Summary:


Dopkins Wealth Management Interns provide valuable assistance to our advisory team in the areas of comprehensive wealth management, financial planning, client interaction and special projects. And, at Dopkins Wealth Management, we work as a team and work closely with Dopkins & Company, our affiliated CPA Firm. This strategic partnership allows us to serve our clients is a variety of financial, tax and estate matters delivering solutions to solve all their financial needs.

As an Intern with Dopkins Wealth Management, you can expect to:

• Assist advisors with financial planning and portfolio analysis
• Prepare client meeting materials, reports and presentations
• Help maintain and organize client financial records and documentation
• Support onboarding and servicing of new and existing clients
• Participate in client meetings and internal strategy discussions
• Assist with administrative and operational tasks as needed

Qualifications:

• Preference for a third-year student
• Currently pursing a degree in Finance, Economics, Business or a related field
• Strong analytical and problem solving skills
• Excellent communication and interpersonal abilities
• High attention to detail and organizational skills
• Proficiency in Microsoft Excel, Word and PowerPoint is preferred
• Interest in financial markets, investing and wealth management
• Ability to maintain professionalism and confidentiality
• Develop methods of systematize and streamline existing processes

Firm Profile

Dopkins Wealth Management, LLC (DWM) is a Registered Investment Advisory and consulting firm that specializes in providing comprehensive wealth management services by incorporating tax planning, business succession planning, wealth preservation, and wealth transfer into our investment strategies and fiduciary-based solutions.

We have defined our culture as “The Dopkins One-Firm Experience” and celebrate it through a recognition program whereby each of our team members is encouraged to celebrate behavior demonstrated by their colleagues that exemplify our values—that’s what makes Dopkins different. We respect our people, we value our clients and we serve them with excellence and integrity. The Dopkins One-Firm Experience is more than an internal recognition program—it defines our service deliver philosophy.

Learn more at

Dopkins is an equal opportunity employer and, in accordance with all applicable laws, prohibits discrimination against applicants and employees based on race, color, creed, religion, sexual orientation, national origin, age, disability, marital status, citizenship status, domestic violence victim status, military status, predisposing genetic characteristics or genetic information, or any other category protected by law.

Dopkins Wealth Management, LLC is a registered investment advisor owned by the partners of Dopkins & Company, LLP.

Disclosure:
This presentation and its contents are for informational purposes only and should not be used as the basis for investment decision. Additional information and disclosure on Dopkins Wealth is available via our Form ADV which is available upon request or iserinfo.sec.gov.

It’s about balance. The variety and quality of the clients, along with access to the latest technology and business information keeps the work interesting.

Take your career to the next level at Dopkins