We are looking for an addition to our team to help us build upon our reputation as a leading full-service financial planning and asset management company. Based in Chapel Hill, NC, we are an independent Registered Investment Advisor (RIA). For more information on our team, visit www.hilltopwealthadvisors.com.
As an intern at Hilltop Wealth Advisors, you’ll be a vital member of our team and will have responsibility from day one. Through our program, you will gain knowledge and experience in the field, learn from our advisors and staff and find many avenues for professional growth and development. Please note that this is not a sales position.
Please note that this is not a sales position and you will not be asked to provide leads of any kind. Our primary internship objective is to gain a relationship with and utilize the talents of the Triangle’s future leaders while providing an opportunity for them to obtain valuable experience in the financial services industry.
This will be a summer internship with a possibility of extending into the school year. While at Hilltop you will have the opportunity to experience much of the industry’s best technologies including; Redtail, eMoney, Orion, Morningstar, and Wealthscape.
Duties include working with the Financial Advisors and Planning Associates to:
Plan and prepare for client financial planning and investment review meetings
Enter client data into financial planning software
Monitor investment portfolios and analyze asset allocations
Prepare client correspondence
Copy and track client and practice materials, including business correspondence
Maintain files and records in accordance with the record retention policy
Perform special projects as assigned
Qualifications should include:
Ideally a second or third year college student majoring in financial services, marketing, finance, or economics.
General financial knowledge and interest in Financial Services
Positive attitude and sincere willingness to learn and grow
Ability to work in a professional environment
Ability to prioritize and handle multiple tasks
Ability to work effectively in a team environment
Ability to adhere to rules and regulations as stated and required by advisor and SEC
Excellent written and verbal communication skills
Strong organizational and computer skills, specifically Microsoft Word, Outlook and Excel
Hilltop Wealth Advisors is a second generation practice that originated with two advisors who started their practices in 1989 and 1992. Those advisors were intentional about imparting decades of wisdom from their personal and professional experiences. And after years of mentorship, they retired and entrusted their client relationships to us. We are extremely fortunate to benefit from that legacy.T...oday, each person at Hilltop applies unique talents toward a collective purpose, providing our clients with high quality advice and financial solutions. Carrying on the mentorship culture of our predecessors, we encourage education and professional growth for every member of our team.
We operate under a fiduciary standard, meaning we place clients interests above our own. And as fee-only advisors we receive our compensation from clients alone, not from any third parties. This frees us to provide financial advice with true independence and objectivity.