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
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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

Since 1993, Kuhn Advisors has helped high net-worth individuals and their families achieve peace of mind in their financial lives by offering a full range of wealth management services. We place clients first in proactively delivering independent advice and solutions tailored to each client’s individual goals. Our culture is founded on client service, teamwork, and professionalism. Learn more at www.kuhnadvisors.com .
Find Us
Telephone
9194933233
Location
2821 Wade Rd
Durham
NC
27705
US

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