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Post graduate wealth advisor internship in RIA only firm

Employer
AspireQuest Wealth Advisors Group
Location
Binghamton, New York
Salary
Up to $35,000 for 12 month internship
Closing date
Feb 12, 2025
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Job Role
Wealth Advisor
Employment Type
Full Time
Level
Internship
Experience Level
None
CFP® Certification
Pursuing

Internship will involve learning and assisting in back-office operations for investment advisory platforms, use of financial planning software and other tools in our tech stack, participating in preparation for client meetings, and observing client meetings (both face to face and Zoom). Time will be allocated for Series 65 study and other training opportunities provided by our RIA. Some remote work is possible although intern would need to be located close enough to commute to the Binghamton, NY area periodically for training and for in-person client meeting days. Successful completion may lead to full time post internship employment as associate advisor.

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