Client Service Associate Intern - Strata Wealth Partners
Listed on 2026-06-27
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services
Client Service Associate Intern
Strata Wealth Partners is a boutique wealth management practice, providing comprehensive financial planning and sophisticated portfolio management to successful entrepreneurs and families since 1983. We work with small and mid-sized business owners at every stage of the "business journey" while also creating and implementing strategic personalized plans to help every client shape a legacy and achieve goals.
This part-time, hybrid on-site/off-site Client Service Associate Intern role is located in Norwich, CT. As an intern, you will have the opportunity to be involved in day-to-day tasks that support our clients and team. You will assist with client outreach, account maintenance, and other administrative tasks while learning valuable insights about the industry the Financial Advisor role. In fact, ideally, this position would lead to a full-time role on the team, ultimately transitioning to a full junior financial advisory position.
If you are a career motivated and detail-oriented person with a passion for client service and the financial services industry, we encourage you to apply! You will report to the Managing Director.
What You'll Bring
- Undergraduate, junior level or higher
- Prior experience or coursework in finance, business, or a related field is a plus
- Academic focus on investments, finance, business, or economics
- Will demonstrate an interest in, and aptitude for, investment research, portfolio management, financial markets, and most of all, client service
- Excellent attention to detail and accuracy
- Ability to prioritize and multitask in a fast-paced environment
- Strong verbal and written communication skills
- Ability to work independently, manage time, establish priorities, and meet deadlines
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Ability to commit to ~15-20 hour work week
What We Offer
- Opportunity for career track growth within Strata Wealth Partners' Financial Advisor path
- Opportunity to increase knowledge and experience in wealth management
- Be mentored by experienced professionals
- Gain market knowledge
- Hourly salary of $21
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