Wealth Management Intern: Finance Planning & Research

Aon; Melville (NY); Sur place; USD 28 000 - 30 000; Plein temps

Résumé du poste

Wealthspire is seeking a motivated Financial Planning Assistant to support the development and execution of client financial plans. You will assist in portfolio construction, analysis, and client reviews, while reconciling data and conducting market research to inform recommendations.

Qualifications include pursuing a finance-related degree and strong communication, organization, and problem-solving skills.

Qualifications

• Pursuing a finance-related degree with strong interest in wealth planning.
• Demonstrates integrity, professionalism, and initiative.
• Strong critical thinking and problem solving skills.
• Highly organized and detail oriented.

Responsabilités

• Assist with development and preparation of client financial plans.
• Support portfolio construction, analysis, and client portfolio reviews.
• Reconcile and review financial data for accuracy and completeness.
• Conduct investment and market research to support client needs.

Connaissances

Finance knowledge

Attention to detail

Team player

Communication

Formation

Bachelor's in Finance

Description du poste

Wealthspire is seeking a motivated Financial Planning Assistant to support the development and execution of client financial plans. You will assist in portfolio construction, analysis, and client reviews, while reconciling data and conducting market research to inform recommendations.

Qualifications include pursuing a finance-related degree and strong communication, organization, and problem-solving skills.