Wealth Management Intern

Are you passionate about finance and eager to gain hands-on experience in wealth management?  Join us for a dynamic summer internship where you will work alongside seasoned professionals in a leading wealth management firm.As a Wealth Management Intern, you will support our wealth management team where you will gain exposure to various aspects of financial planning, investment strategies, and client relationship management.  This role offers a unique opportunity to develop your skills in a team-based, client-focused environment and contribute to real-world projects.Essential Responsibilities Contribute to projects that ensure integrity of client dataConduct financial planning and researchPrepare written reviews with investment information including asset values and investments returns for client review meetingsPrepare various documents for client signatureGain exposure to various types of financial planning softwareData management of signed client formsScanning, filing, and shredding of sensitive client documentsParticipate in training and team activitiesSpecial projects as required by current needs of team