Wealth Management Intern

Kaydan Wealth Management
Fenton, Michigan
Closing date
Dec 8, 2023

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

Are you passionate about the world of finance and ready to jumpstart your career with an internship that offers unparalleled exposure to the financial planning and investment management industry? Look no further than Kaydan Wealth Management, a distinguished firm with a remarkable 40-year legacy, offering an enticing internship experience in Fenton and Auburn Hills, MI.

Why Choose Kaydan Wealth Management?

At Kaydan, we offer more than just an internship; we offer a transformative journey of growth and learning. As a part of our dynamic team, you'll have the chance to work side-by-side with industry professionals, gaining valuable insights and hands-on experience.

Your Responsibilities:

As an Intern at Kaydan Wealth Management, you'll have the opportunity to support various aspects of our business on a project and as-needed basis. Some of your responsibilities may include:

  • Assisting with client proposals to enhance your communication and analytical skills.
  • Exploring financial analytics using our tools to produce insightful reports and research.
  • Gaining experience in data management and financial modeling.
  • Engaging in internal meetings, gaining firsthand exposure to the decision-making process, and contributing to essential action items.
  • Supporting other internal special projects.

What You Need to Succeed:

To excel in this role, you'll need the following skills and abilities:

  • Effective Communication: Strong verbal and written skills for collaboration and client service.
  • Engaging Client Service Mindset: Focused on exceptional client experiences.
  • Organizational Skills: Efficient task management and priority maintenance.
  • Analytical Mindset: Comfort with numerical models and graphs.
  • Tech Savviness: Proficiency in MS Word, Excel, and PowerPoint; eager to learn new systems.
  • Quick Learner: Proactive attitude toward seeking knowledge and asking questions.
  • Work Ethic: Dedication, adaptability, and multitasking capabilities.
  • Ethical Approach: Consistent application of business ethics.

Join Kaydan Wealth Management and kickstart your career with us. As you progress within our firm, you'll find an Advisor Growth Path that can lead to a fulfilling and rewarding career. Apply now to be a part of our team and explore endless opportunities for professional development!

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