Summer 2027 RubinBrown Advisors Intern

RubinBrown LLP; St. Louis (MO); On-site; USD 51,577,000 - 63,039,000; Full time

Benefits offered by this job

Mentorship program

Career coach guidance

Career advocate support

Job summary

RubinBrown Advisors is offering an internship opportunity in St. Louis that provides exposure to high-net-worth financial planning, investment management basics, and client reporting. You will be mentored by a Career Coach and Career Advocate to set goals and maximize your experience.

Two years of undergraduate study with a 3.0 GPA and strong communication skills are required. The role expects a 40-hour work week in the office, with opportunities to learn a full spectrum of RubinBrown services

Qualifications

• Must have at least two years of undergraduate study with a minimum 3.0 GPA.
• Demonstrates problem solving skills and attention to detail.
• Excellent communication and presentation skills essential for client communication.
• Flexible and motivated personality.
• Proactive mindset for completion of projects.
• Tech Savvy and comfortable with new software systems (Office, Orion, planning software, custodian websites, internal systems).
• Full-time schedule (40 hours per week) in office.

Responsibilities

• Becomes part of a dynamic team of experienced professionals.
• Learn the RubinBrown Advisors financial planning process.
• Navigate the basics of investment management in complex portfolios.
• Prepare and interpret reporting including quarterly reviews and trading recommendations.
• Gain exposure to operations and client management behind the scenes.
• Learn to leverage RubinBrown resources and strategic partners to serve clients.
• Grow your professional network across the field.
• Attend events with team members and peers.
• Other duties as assigned.

Skills

Communication skills

Analytical thinking

Problem solving

Team player

Education

Undergraduate study (2+ years) with 3.0 GPA

Tools

Office

Orion

Planning software

Custodian websites

Internal systems

Job description

Founded in 1952, RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value.

RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships.

What to expect:

We are looking for highly motivated individuals with a unique blend of interpersonal and analytical skills.
The internship will provide a unique opportunity to gain immediate exposure to all aspects of serving high and ultra-high net worth families.
You will be mentored by both Career Coach and Career Advocate to help set goals and to maximize your experience at RubinBrown.

What you will do:

• Become a part of a dynamic team of experienced professionals
• Learn the RubinBrown Advisors financial planning process
• Navigate the basics of investment management in complex portfolios
• Prepare and interpret reporting including quarterly reviews and trading recommendations
• Gain exposure to operations and behind the scenes client management
• Learn how to lever the resources of RubinBrown as well as strategic partners to serve clients
• Grow your network across the profession
• Attend various events with team members and peers
• Other duties as assigned

Preferred Experience and Requirements:

• Must have at least two years of undergraduate study with a minimum 3.0 GPA
• Demonstrates problem solving skills and attention to detail
• Excellent communication and presentation skills essential for client communication
• Flexible and motivated personality
• Proactive mindset for completion of projects
• Tech Savvy and comfortable adapting to new software systems (Office, Orion, planning software, custodian websites, internal systems)
• Each intern will be treated as a full time Team Member and will be expected to maintain a full time schedule (40 hours per week) working in our office

One Firm

To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

About RubinBrown Advisors

Our origin stems directly from high net worth clients of RubinBrown LLP. They asked for advisors they can trust to offer objective and experienced advice and to help them navigate the complexities of financial planning and investment management. We are fiduciaries and custom tailor efficient comprehensive solutions for each client to help them achieve their goals and objectives.
Since our inception in the early 2000’s we have grown to $2.7 Billion in AUM and 25 full time professionals in RubinBrown LLP offices across the Midwest.

EEO Employer W/M/Vet/Disabled