Wealth Creation & Management Intern

Employer
Perspective Wealth Partners
Location
Boise, Idaho
Salary
$20 Per Hour
Closing date
Dec 5, 2022

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Job Role
Wealth Management
Employment Type
Full Time
Level
Internship
Experience Level
None
CFP® Certification
Pursuing

Job Details

About Perspective Wealth Partners
Perspective Wealth Partners (PWP) is a fee-only, SEC-registered RIA, located in Boise, Idaho. The firm was founded in 2006, and serves approximately 200 households, managing ~$450MM in assets for our clients.

We are seeking a motivated student or recent graduate who desires to be an integral part of a small team. The firm currently has eight employees, three of whom are partners. The role location is Boise, Idaho.

PWP offers clients a wealth management experience that allows them to relax and be confident in achieving their intentions. We are obsessive about optimizing after-tax returns for our clients. As such, our clients rely on us for tax-planning, and we prepare tax returns for some clients.

As a fiduciary to our clients, PWP is legally obligated to provide investment portfolio management and financial planning in clients best interest without selling any products or receiving commissions.

In tandem with a first-rate wealth management experience, we are also purposeful about helping our clients live meaningful lives – thereby being a trusted thought-partner in non-financial areas.

We take immense pride in the value we create for our clients, and the delightful experience we deliver to them. Since we began to measure it, our client Net Promoter Score (NPS) has averaged 94.

We are deeply intentional about our welcoming firm culture. Our core values encompass caring, dedication, passion, curiosity, proactivity, purposefulness, integrity, candor, and work/life/community balance.

PWP offers competitive compensation for this role including hourly pay and bonus opportunities, 401(k), and health insurance. For the successful candidate, we would offer a relocation allowance to offset moving expense.

PWP is an Equal Opportunity Employer. We support diversity in the workplace and embrace diversity in the clients we serve.

Position Description
Our Internship Program is designed to provide real-world exposure to multiple aspects of wealth creation and management. We want to hire successful interns to full-time positions.

Our interns will work alongside all members of our team to complete meaningful tasks and projects. Areas of exposure include: understanding each client’s unique needs, creating financial plans, understanding relevant tax issues, developing investment policy statements, designing portfolios, and implementing and maintaining the plan and portfolio throughout time.

Some of the projects we are currently considering include: 1. Transitioning from Moneytree Financial Planning Software to an updated planning software – this would require all current plans to be converted. 2. Designing and developing marketing materials for employees at specific employers outlining key aspects of benefit packages – this could benefit all employees, some of which may become prospects.

This position is full-time (40-hours/week) throughout the duration of the internship. Upon internship completion, there may be an opportunity to continue working part-time while continuing your education.

Learning Opportunities and Responsibilities
• Gain hands-on experience with several fintech solutions: TD Ameritrade, Charles Schwab, Orion, Redtail, Moneytree Silver, and others.
• Enhance communication skills by being involved in internal and client meetings.
• Develop presentation abilities by creating and preparing materials for clients and internally.
• Improve investment knowledge by involvement in office discussions and investment company conversations.
• Expand understanding of effective processes by involvement with workflows.
• Strengthen ability to connect with people by exposure to a team with vast knowledge and expertise in behavior finance.

Interpersonal Qualifications
• Excellent time and task management skills
• Demonstrates initiative and finds ways to make tasks and processes more efficient
• Positive energy and professional, upbeat attitude.
• Strong alignment with PWP’s firm’s vision and values.
• Process-oriented working style, focused on organization, accuracy, and attention to detail.
• Embraces personal development and feedback, not just coachable but has a desire for coaching.
• Ability to work and multi-task in a fast-paced, evolving environment – can pivot quickly.

Education/Technical Qualifications
• Pursuing a Bachelor’s degree in Financial Planning, Finance, Accounting, or a related field. Minimum 3.5 GPA.
• Desire to pursue CFP, CFA, CPA, or other financial or tax credentialing.

Compensation
We benchmark compensation to market and then and strive to pay above market given our small firm size and broad responsibilities.
• Hourly Rate: $20

Application Process
If interested, please email a resume and cover letter to position@perspectivewealth.com and use “Wealth Creation & Management Intern” in the subject line.

In the cover letter, please explain your interest. We will respond within five business days.

Company

Perspective Wealth Partners (PWP) is a fee-only SEC-registered RIA, located in Boise, Idaho.

PWP offers clients a wealth management experience that allows them to relax and be confident in achieving their intentions. In tandem with a first-rate wealth management experience we are also purposeful about helping our clients live meaningful lives – thereby being a trusted thought-partner in non-financial areas.

As a fiduciary to our clients, PWP is legally obligated to provide investment portfolio management and financial planning in clients best interest without selling any products or receiving commissions.

PWP was founded in 2006. The firm serves about 175 households and manages $340MM in assets for our clients. 

We are deeply intentional about our internal culture and our way of being with clients.  Our core values center on caring, dedication, passion, curiosity, proactivity, purposefulness, integrity, candor, and work/life/community balance.

PWP offers competitive compensation including salary and bonus, 401(k), health insurance, and paid time off (PTO). For the successful candidate, we would offer a relocation allowance to offset moving expense.

PWP is an Equal Opportunity Employer. We support diversity in the workplace and embrace diversity in the clients we serve.

Find Us
Website
Telephone
2084290960
Location
121 N. 9th Street
Suite 204
Boise
ID
83702
United States

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