Wealth Management Intern
- Employer
- Kuhn Advisors, Inc.
- Location
- Durham, North Carolina
- Salary
- Competitive
- Closing date
- Mar 5, 2022
View more
- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Level
- Internship
- Experience Level
- None
- CFP® Certification
- Not necessary
Job Details
Financial Planning and Operations Associate
Summer 2022 Internship - Durham, North Carolina
June – August 2022 (dates TBD)
Build your operational, client relationship, and financial planning skills with a collegial, fast-paced firm experiencing steady growth over the past 28 years. You’ll work elbow-to-elbow with our advisors and operations staff to gain the necessary skills to be successful in a financial planning and investment advisory firm.
Highlights:
· Observe client meetings
· Gain experience with financial planning software, CRM, and other technology
· Participate in conversations with mutual fund managers
· Learn account maintenance systems at custodians such as Schwab and Fidelity
· Assist operations staff with charitable gifts and required minimum distributions
· Prepare financial analyses for use in retirement and college savings strategies
· Test drive and recommend new technology for team collaboration and portfolio management
Ideal Candidate:
· Graduating December 2022 or May 2023
· Self-starter, curious, and highly attentive to details
· Excellent written and verbal communication skills
Benefits:
· Competitive salary
· Roth IRA matching contribution
· Housing allowance
About Us:
· SEC-registered
· 28 years in business
· 7 employees
· Full service financial planning and investment advisory firm
· Offices in Durham, NC and Denver, CO
· Learn more at www.KuhnAdvisors.com
Company
- Telephone
- 9194933233
- Location
-
2821 Wade Rd
Durham
NC
27705
United States
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert