Finance Research Intern - Summer, Part-Time

One Degree Advisors, Inc.; San Diego (CA); Vor Ort; USD 21.000 - 34.000; Teilzeit

Benefits dieser Stelle

Mentorship from advisory team

Zusammenfassung

One Degree Advisors, in San Diego, CA, offers a Summer Research Internship aimed at gaining a real-world introduction to financial planning, investment management, and client-focused advisory work. You will contribute to actual client work and assist advisors with research while joining daily meetings.

You will need strong research, communication, and organizational skills and be able to work independently or as part of a team, with a focus on confidentiality and meeting deadlines.

Qualifikationen

• Strong research and internet skills.
• Excellent organizational skills.
• Desire to learn about financial planning and investments.
• Strong communication skills: written, verbal, and interpersonal.
• Creativity and ability to work both independently and as part of a team.
• Ability to meet deadlines and manage multiple tasks.
• Attention to detail.
• Must be punctual.
• Professional appearance.
• Adherence to confidentiality.

Aufgaben

• Research investment vehicles and financial planning topics to support advisor and client work.
• Compile and present research concisely for advisor review and application.
• Assist with client work.
• Support marketing initiatives and firm projects as assigned.
• Participate in internal staff and advisor meetings.
• Special projects and other duties as assigned.

Kenntnisse

Research skills

Communication skills

Organizational skills

Teamwork

Attention to detail

Time management

Professional appearance

Confidentiality

Ausbildung

College student or enrolled

No industry experience required

Jobbeschreibung

One Degree Advisors, in San Diego, CA, offers a Summer Research Internship aimed at gaining a real-world introduction to financial planning, investment management, and client-focused advisory work. You will contribute to actual client work and assist advisors with research while joining daily meetings.

You will need strong research, communication, and organizational skills and be able to work independently or as part of a team, with a focus on confidentiality and meeting deadlines.