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Wealth Management Internship

Employer
Waldron Private Wealth
Location
Detroit, Michigan
Salary
$20 Per Hour
Closing date
Nov 26, 2022

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Job Role
Wealth Management
Employment Type
Part Time
Level
Internship
Experience Level
None
CFP® Certification
Not necessary
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Wealth Management Internship Program

 

The Wealth Management Internship Program at Waldron Private Wealth is a multi-semester internship program in which students will have the opportunity to learn the wealth management industry and perform job functions across all departments. Interns can work in departments such as: Wealth Planning, Investments, Operations, Business Development, Client Services, and HR.  

 

In this role you will:

 

  • Develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities.
  • Prepare a wide-range of client reports, including investment updates, investment portfolio analysis, cash flow projections, net worth reviews, tax analysis, and insurance reviews.
  • Assist in the preparation of complex investment portfolio rebalancing decisions.
  • Participate in associate team meetings, presenting a variety of topics.
  • Research technical advisory issues and writing entries for internal-use wiki.
  • Assist with research and writing firm publications.
  • Provide administrative support to CSS, Operations, and Business Development on various requests including preparing mailings, faxing, emailing, filing, making copies, scanning docs, generating reports and other administrative related items as requested.

 

What you need:

  • Current enrollment in an accredited university, pursuing a Bachelor’s Degree required.
  • Ability to work a minimum of 16 hours during the school year and 35-40 hours during the summer months required.
  • Ability to commit to a multi-semester internship required.
  • Reliable transportation to and from our office in Bridgeville, PA, Plymouth, MI, and Philadelphia, PA required.
  • Candidates wishing to work out of our Plymouth, MI or Philadelphia, PA office will be required to relocate to Pittsburgh, PA during the summer months. Weekly housing stipend will be provided. 
  • Strong Microsoft Excel skills, communication skills, and worth ethic required.

 

About Us:

Waldron Private Wealth is a boutique wealth management firm that advises a select group of entrepreneurs, corporate executives and families of multigenerational wealth. Our comprehensive, independent approach is focused on simplifying the complexities our clients face and developing customized solutions to help them achieve their unique goals. Waldron’s customized, comprehensive approach has earned the firm national recognition as one of the country’s best Wealth Advisors by publications including Forbes, Barron’s and The Financial Times.

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