The Aldridge Private Wealth Mangement Group helps clients achieve financial peace of mind. Clients range from individuals planning for retirement, to high-net-worth families. As a program participant, you will gain real-world experience in the fields of investment management, financial analytics, project management, consulting, and more.
Your responsibilities could include, but are not limited to:
Interacting with senior wealth advisors, team members, individual contributors, and vendors
Providing customer service to clients and internal team members as needed and appropriate
Reviewing processes and workflows to make recommendations for process improvements
Bringing closure to issues, questions, and requests. Solving problems independently
Learning new systems, applications, processes and techniques
Leading or participating in projects or support activities which are moderate in size and organizational span
Program structure and desired qualifications include:
Summer internship for sophomores and juniors. Program length is 10 weeks.
Completion of coursework in Business, Economics, Finance and Accounting, Marketing, Communications, English or related field