Wealth Management Intern

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