Wealth Management Intern: Planning & Analytics

Live Oak Bank; Wilmington (NC); On-site; USD 27,000 - 44,000; Part time

Job summary

Live Oak Bank is offering a 10-week Summer Internship at our headquarters in Wilmington, NC. The intern will support Wealth Advisors and Client Relationship Managers with planning, reporting, and client communications while gaining exposure to investment planning processes.

You will prepare materials for meetings, assist with business development efforts, and learn portfolio construction based on a Goals Based Financial Plan. This internship is onsite and pays hourly with potential bonuses.

Qualifications

• Currently pursuing a degree in Wealth Management, Finance, Business Administration or related field.
• Strong interest in the Wealth Management industry.
• Proficient in Microsoft Excel and PowerPoint.

Responsibilities

• Assist Wealth Advisors and Client Relationship Managers with planning and advisory activities.
• Create client and prospect presentation materials.
• Run periodic reports of performance and allocations; research earnings and analyst reports.
• Prepare for meetings and develop review materials for business development and marketing efforts.
• Support investment planning activities and help prepare investment analyses.

Skills

Interest in Wealth Management

Strong communication

Education

Pursuing a degree in Wealth Management/Finance/Business Administration

Tools

Microsoft Excel

PowerPoint

Job description

Live Oak Bank is offering a 10-week Summer Internship at our headquarters in Wilmington, NC. The intern will support Wealth Advisors and Client Relationship Managers with planning, reporting, and client communications while gaining exposure to investment planning processes.

You will prepare materials for meetings, assist with business development efforts, and learn portfolio construction based on a Goals Based Financial Plan. This internship is onsite and pays hourly with potential bonuses.