Wealth Management Intern - Summer 2025
- Employer
- WealthFD
- Location
- Conshohocken, Pennsylvania
- Salary
- $15/hour
- Closing date
- Jan 6, 2025
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- Job Role
- Wealth Management
- Employment Type
- Full Time
- Level
- Internship
- Experience Level
- None
- CFP® Certification
- Pursuing
I. About Us
We are a boutique financial planning firm devoted to helping dentists expand what’s possible with money and connect their money to life. We provide a complete suite of integrated financial solutions under one roof including personal bookkeeping, tax, investment management, and comprehensive planning. We are a young company with drive and a start-up mentality.
We are searching for an Intern to support our financial planning services for dentists. This requires a desire to become a specialist in all wealth management and financial needs.
www.wealthfd.com | www.taxfd.com
II. Responsibilities
• Be open to new ideas and mentorship. We want to hire successful interns after graduation and rapidly support your growth into a lead advisor.
• Categorize client spending and create quarterly client reports.
• Open, service, and coordinate funding of accounts at TD Ameritrade and Schwab. Establish online access for client and set up performance reporting.
• Organize client document folders. Rename documents and ensure uniform file structure is followed.
• Sit in client meetings and take notes. Be present in internal prep meetings and learn what it takes to have a successful client meeting!
• Enter initial data into eMoney Financial Planning Software for review.
III. Requirements
Must Haves:
• Pursuing a Bachelors degree in Financial Planning, Accounting, or a related field. Minimum 3.5 GPA.
• Ability to work a minimum of 10 hours/week.
• Demonstrated desire to pursue the CFP Designation.
• You’re an organization-pro… like maybe you alphabetize your spice rack.
• You sincerely love working with people. You treat your teammates and clients with respect and care.
• Cloud-based applications, e-signatures, and new technology don’t daunt you. We use a lot of technology.
Icing on the Cake:
• Desire to pursue CFP, CPA, or other financial or tax credentialing.
• Professional ambition. We are growing fast and are looking for people that are excited by taking on new responsibilities.
• An interest in our work definitely helps – if you’re jazzed about money, tax planning, financial planning, dentistry, or our overall holistic approach to client work – please let us know!
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