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Private Wealth Analyst

Employer
Aldridge Private Wealth Management
Location
Atlanta, Georgia
Salary
15/hr
Closing date
Dec 31, 2022

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

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

 

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