Wealth Management Intern — Mentorship & Retirement Planning

Wheelhouse Advisory Group; St. Louis (MO); Vor Ort; USD 12.000 - 24.000; Vollzeit

Zusammenfassung

Wheelhouse Advisory Group is seeking a Wealth Management Intern in Missouri to support the Wealth Managers and learn the retirement planning process from start to finish. You will assist with client and prospect meetings, prepare materials, and ensure compliance with Firm and Industry standards.

The role emphasizes hands-on training, mentoring from seasoned professionals, and exposure to industry designations like CFP® and licensing pathways.

Qualifikationen

• Pursuing or holding a degree in Finance, Accounting, Business, or related field.
• Strong communication skills and professional demeanor expected.
• Interest in pursuing industry licensing and CFP designation is a plus.

Aufgaben

• Shadow Wealth Managers in client and prospect meetings to learn consultative process and onboarding.
• Take meeting notes, enter into CRM, and help start follow-up actions.
• Draft post-meeting summary letters for Wealth Manager review.
• Help the Financial Planning Department create and update Retirement Analyzer reports.
• Learn the firm’s investment philosophy and products used.
• Attend client education seminars and events with Wealth Managers.
• Learn compliance forms needed during onboarding and for existing clients.

Kenntnisse

Self-motivated

Strong organizational skills

Excellent written and verbal

Interpersonal skills

Attention to detail

Career interest in wealth management

Ausbildung

Pursuing or holding a degree in Finance, Accounting, Business, or related field

Tools

CRM system

Retirement Analyzer reports

Jobbeschreibung

Wheelhouse Advisory Group is seeking a Wealth Management Intern in Missouri to support the Wealth Managers and learn the retirement planning process from start to finish. You will assist with client and prospect meetings, prepare materials, and ensure compliance with Firm and Industry standards.

The role emphasizes hands-on training, mentoring from seasoned professionals, and exposure to industry designations like CFP® and licensing pathways.