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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