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Private Wealth Analyst

Aldridge Private Wealth Management
Atlanta, Georgia
Closing date
Dec 31, 2022

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Job Role
Wealth Management
Employment Type
Experience Level
CFP® Certification

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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