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Job Location drjobs

Tysons Corner, VA - USA

Hourly Salary drjobs

$ 25 - 25

Vacancy

1 Vacancy

Job Description

Who We Are

Signature Estate and Investment Advisors LLC is a nationally recognized wealth management firm

with offices in Tysons Virginia. We provide an extraordinarily high level of investment and wealth

management support for affluent clients currently managing more than $27.3 Billion in client assets.

Internship Opportunity

We are seeking a part-time Intern for the 2025-2026 academic year with the opportunity to transition

into a full-time role during Summer 2026 at our Tysons Virginia office.

This internship offers a hands-on immersive experience designed to reflect the responsibilities of a full-

time associate. Beginning in Fall 2025 intern will gain exposure to SEIAs operations contribute to

meaningful projects and develop key skills for a successful career in wealth management and financial

planning. The program is structured to accommodate academic schedules and expands into a full-time

(40 hours/week) role during the summer.

Responsibilities

  • Participate in portfolio construction projects and client portfolio reviews
  • Support the development of customized financial plans
  • Conduct investment research
  • Assist with the reconciliation and review of financial data
  • Investigate client-related issues and present findings

Candidate Qualifications

  • Currently pursuing a Bachelors degree in Financial Planning & Wealth Management or Finance
  • Strong analytical skills and attention to detail
  • Superior interpersonal organizational and client service abilities
  • Ability to work independently manage multiple priorities and meet deadlines
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office especially Excel

Benefits

  • Paid Internship
  • Practical experience with broad applications and networking
  • Shadowing mentoring and training opportunities with seasoned professionals
  • Opportunity for full-time employment upon graduation

Application Instructions

Applicants must be legally authorized to work in the United States without restrictions. A

comprehensive background check is required for employment submit cover letter

and resume to: David Johnson

Application Deadline: 10/1/2025


Required Experience:

Intern

Employment Type

Part-Time

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