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Wealth Management Intern

Olympus Wealth Management
Cottonwood Heights, Utah
Based on experience and qualifications.
Closing date
Sep 30, 2023

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Job Role
Wealth Management
Employment Type
Part Time
Experience Level
CFP® Certification


Olympus Wealth Management


Company Description

Olympus Wealth Management helps clients achieve the freedom and peace of mind to pursue their passions. Olympus specializes in complex planning, sophisticated investment management, and family office services—all with a high-touch, first-class focus. Our founding partners worked together at J.P Morgan’s Private Bank before creating Olympus to better serve the unique needs of wealthy families. For additional information, please visit our website at



Wealth Management Intern (first semester of two-semester internship) &

Senior Wealth Management Intern (final semester of two-semester internship)



Cottonwood Heights, UT


Hours and Duration

Two internship opportunities in 2024:

  • Two-semester internship: Part-time – 20 hours/week, January-April; Full-time – 40 hours/week, May-August. Two-semester internship: Full-time – 40 hours/week, May-August; Part-time – 20 hours/week, September-December.


  • Investment Investment manager due diligence Participating in investment manager calls Drafting manager call notes Portfolio performance tracking Private equity deal flow tracking and deal comparison Other investment tasks and projects as needed

Administrative Client onboarding Client service requests Meeting scheduling Other administrative tasks and projects as needed Planning Financial plan data entry, modeling, and analysis Updating existing financial plans Other planning tasks and projects as needed Other Data entry and reconciliation Creation of financial statements and investment reports  





  • Prospecting Attending client/prospect meetings Entering call notes in CRM Preparing meeting materials Training other interns on projects and responsibilities


  • Pursuing BS/BA, MBA, or MSF Prefer candidates pursuing either CFP® or CFA Proficient in MS Excel, PowerPoint, and Word Experience with financial modeling in MS Excel Prefer experience with Morningstar Direct and eMoney Advisor Prefer experience with Salesforce Extreme attention to detail Strong writing and communication skills Prefer GPA of 3.0 or higher General accounting and investment knowledge


Based on experience and qualifications.



Qualified candidates should send a resume to, specifying which internship(s) they are pursuing. Resumes are due on or before September 30, 2023.



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