Wealth Advisor Associate Intern
Wealth Advisor Associate Intern
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Salary Not Disclosed
1 Vacancy
Job Description
As a Barrons Top 100 RIA firm and voted Best Places to Work by Fortune Pacific Coast Business Times Inc. (Best Workplaces) and Investment News Mission Wealth is hiring a growthminded parttime Wealth Advisor Associate Intern to join our awardwinning team! Our ideal candidate has a passion for learning more about wealth management and is studying toward a bachelors degree with related coursework in Finance Business or Economics. You define ambition have a sense of adventure and a passion for purpose both in life and in your approach to helping clients navigate their financial decisions. If this sounds like you we want to hear from you ASAP!
As a Wealth Advisor Associate Intern your serviceoriented nature and impeccable attention to detail are critical in supporting an Advisor Team on business development and client service efforts. You are eager to learn about the world of wealth management and you also possess a high emotional IQ. Youre articulate polished and have an aptitude for financial vernacular. Extremely analytical and a great listener you will learn data gathering drafting goals and creating financial plans that speak to the clients in their language. Your commitment to making a positive impact on other peoples lives parallels your drive for personal and professional growth.
Mission Wealth has offered 360degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.
DaytoDay as Wealth Advisor Associate Intern:
- Work with a highperforming & growthoriented team of advisors
- Provide technical and financial support to the advisor team
- Contribute to research projects
- Create client presentation materials
- Be exposed to ongoing client service sales presentations and new client onboarding
- Grow yourself personally and professionally with the goal to advance into a Wealth Advisor Associate Senior Wealth Advisor Associate and then ultimately a Wealth Advisor role after succeeding in the supporting positions
What You Bring as Wealth Advisor Associate Intern:
- Selfstarter with a proactive approach to asking questions and problem solving
- Basic knowledge base across investments economics accounting and financial planning
- A desire to learn more about the wealth management industry
- Excellent attention to detail multitasking and time management skills
- Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis
- Outstanding ability to communicate present and influence your team
Internship Commitment: 1215 months commitment
Job Type: Parttime hourly nonexempt
Location: This position is based out of our office in Greensboro NC. This is an inoffice position.
Salary: $20/hour
Please submit your cover letter and resume outlining your detailed experience and desire to excel in wealth management to Tina Kunzeat . Be sure to share one of your favorite volunteer projects too!
Required Experience:
IC
Employment Type
Intern
