Client Events Intern | Wealth Management Firm

Program Overview

Title: Strittmatter Wealth Management Client Event Intern

Compensation: $20 Per Hour

Location: Fort Worth office and venue locations around DFW

Driving: This requires driving to locations around DFW

Hours: Flexible: 10-15 Hours Per Week Tuesdays and Thursday from 5-8pm Fridays from 12-4:30pm

Dress Code: Business Professional

Ready to transform your campus leadership and social skills into a high-visibility prestigious career move Steer your ambition into an exclusive role where you will run high-end client events build an elite professional network and fast-track your career path in the fast-growing field of wealth management.

Program Overview

The Client Event Internship provides college students with immersive experience inside a professional wealth management firm. Interns support client events and experiences that strengthen advisor relationships enhance client experience and support firm growth.

This opportunity is especially well suited for Finance majors who thrive on challenge crush goals and are ready to leave a lasting mark. Were looking for someone who is extremely personable charismatic and who embodies the highest integrity. This career path offers career growth potential and a trajectory unmatched in the industry. You will be playing a key role in scaling out a multi-office boutique RIA

What Youll Learn

• Plan and execute professional client appreciation events educational seminars prospect events and community initiatives

• Develop project management organizational leadership and professional communication skills.

• Communicate professionally with clients advisors executives and vendors
• Understand how client events support business development prospect engagement and appointment conversion

Who Were Looking For

A dynamic prestigious and ambitious Finance student who wants to combine their leadership relationship-building and event-planning experience with real-world exposure to wealth management.

• Currently pursuing a bachelors degree in finance Financial Planning Economics Accounting or a related business field

• Professional outgoing confident and comfortable meeting new people

• Strong written and verbal communication skills are important
• Able to maintain confidentiality and exercise sound judgment in a professional environment

Internship Details

• Compensation: $20 per hour

• Schedule: Year-round internship 1015 hours per week

• Flexibility: Hours may be adjusted around the academic schedule including midterms and final exams

• Major Events: Hours may increase during major client events with advance notice and supervisor approval

• Program Length: Ongoing throughout the academic year with the opportunity to continue for multiple semesters based on performance and business needs
• Most client events occur during evenings or outside traditional business hours

Career Outcomes

Graduates of this program will build practical experience applicable to careers in wealth management financial planning business development client experience and relationship management and corporate events. You will gain valuable résumé experience through real projects professional client interactions budgets events and business-development initiatives.

Build your résumé. Build your network. Learn the business. Start your career before graduation.

Required Experience:

Intern