Private Wealth Summer Intern

Here's what you will be doing:

• Partner with Financial Advisors to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation.
• Complete ad-hoc business projects.
• Focus on client service excellence, partnership, and communication training to provide an exceptional client experience.
• Participate in career management, mentorship, and one-on-one coaching to achieve professional success beyond the internship program.
• Engage in networking opportunities and social outings.
• Successful interns may have the opportunity to continue their career as a full-time Private Wealth Associate upon graduation.

The company is looking for:

• Bachelor's degree candidates graduating between December 2027 and June 2028.
• Individuals demonstrating academic excellence with a cumulative GPA of 3.0 or better and strong leadership experience.
• Strong analytical and communication skills (both written and verbal) with an ability to build relationships.
• Accomplished team players who thrive in a rigorous and challenging environment.
• Client-focused and detail-oriented individuals with strong multitasking abilities who can work under pressure in a fast-paced atmosphere.
• Proficiency in Word and Excel preferred.
• Must be a U.S. Citizen or Permanent Resident.
• Availability to work full-time from June to August without conflicting academic classes or other employment.
• Successful completion of a thorough background check is required.

Desired qualifications include relevant internship experience, coursework in finance and economics, and possession of the Security Industry Essentials (SIE) certification.

• Base salary of $71,500.00.
• Potential additional compensation including commissions, year-end incentives, short- and long-term incentives, and department-specific awards.
• Health insurance coverage.
• Employee wellness program.
• Life and disability insurance.
• Retirement savings plan.
• Paid holidays, sick, and vacation time off.