Altfest Personal Wealth Management has a unique opportunity for an Intern to contribute to the day-to-day responsibilities in a highly regarded Wealth Management Firm. Working approximately 20 hours/week from May 2020 - December 2020 you will support our Financial Advisors in the areas of Wealth Management and Investment Research. APPLY ONLY IF YOU CAN WORK ON-SITE IN OUR NY OFFICE. As a member of the firm’s Client Team, you will assist Financial Advisors with tasks including: • Creating and preparing presentation materials for meetings with clients • Creating investment proposals for new clients • Performing Investment Research using industry standard software • Assisting with Financial Plans and projections • Reviewing and updating client information for the financial planning process • Supporting various business development initiatives • Maintaining client and fund data
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******MUST BE LOCATED IN NEW YORK METRO AREA****** Altfest Personal Wealth Management is an equal opportunity employer. |
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