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Summer Intern

Employer
Walsh & Associates
Location
Sarasota, Florida
Salary
$15 per hour
Closing date
Mar 14, 2025
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Job Role
Administration
Employment Type
Part Time
Level
Internship
Experience Level
None
CFP® Certification
Not necessary

Job Details

Wealth management firm Walsh & Associates is hiring a part-time summer intern for our Sarasota, Florida office.

Responsibilities will include data entry into our Client Relationship Management software; rebalancing investment accounts; reviewing meeting agendas and notes on clients’ financial strategies; running reports for and sitting in client meetings with advisors and paraplanners, and notetaking alongside our paraplanners; researching learned concepts of interest; participating in suggested financial planning and market update webinars; and shadowing our employees and our advisors/business owners to gain insight on the day-to-day operations of a comprehensive financial planning firm.

As their internship unfolds, the intern's responsibilities and opportunities may change to suit their skills and interests.

Schedule and Duration

Summer internships may be 12-14 weeks in duration, depending on the intern's availability and any credit hour requirement (if applicable). Hours are Monday through Thursday, 9:00 AM to 5:00 PM, with an hourlong lunch, totaling 28 hours per week.*

*A scheduled office closure on Memorial Day, May 26th, will be unpaid.

About You

You are pursuing a Finance major and have an interest in comprehensive financial planning, you pick up new tasks and software quickly, and you are not afraid to ask questions but can be a self-starter when there is "down time" between projects and meetings. You must like reading and research, and you must be comfortable with dogs.

About Us

Joe Walsh Jr. founded Walsh & Associates in 1986 for people seeking financial guidance without product or sales influence.

Originally one advisor and his assistant serving the DeKalb, Illinois area, Walsh & Associates has grown to a staff of 13 with a second location in Sarasota, Florida, and clients around the country.

Joe has been joined by his sons Joe III, Michael and Tom, who share his value of client-first financial planning. This means that instead of simply parking clients' money someplace safe and returning it when they need it, we will inform and guide clients to choose financial goals appropriate for their family, establish a long-term financial strategy personalized for them and monitor for market changes and new rules and guidelines that might signal the need for adjustments to their strategy.

 

Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor. All entities are separate and not affiliated with LPL Financial.

Company

Hybrid RIA with locations in Sarasota, FL and DeKalb IL.

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