Wealth Management Internship

Trajan Wealth LLC; Scottsdale (AZ); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Mentorship program

Professional development

Networking opportunities

Potential full-time opportunities

Job summary

Trajan Wealth LLC is offering a six-month, paid Wealth Management Internship at our Scottsdale, Arizona corporate office. Interns will work with advisors, investment professionals, and client service teams to gain practical experience within a fast-growing Family Office.

Throughout the program you will receive mentorship, hands-on training, and exposure to multiple areas of the business, with the potential for full-time opportunities based on performance and fit.

Qualifications

• Pursuing or recently completed degree in finance or related field.
• Strong interest in wealth management and financial services.
• Excellent communication and interpersonal skills.
• Ability to maintain confidentiality.

Responsibilities

• Answer inbound client and prospect calls professionally.
• Log call activity and meeting notes in the firm's CRM.
• Support advisors and client service teams with admin and projects.
• Prepare materials for client meetings, financial reviews, and presentations.
• Shadow financial advisors and investment team members to learn how recommendations are delivered.

Education

Finance / Financial Planning / Economics / Business / Accounting degree

Tools

Microsoft Office

Job description

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

The Wealth Management Internship is designed for students and emerging professionals interested in pursuing a career in financial planning, wealth management, investments, or client service.

This is a six-month, paid internship based in our Scottsdale, Arizona corporate office. Interns will work alongside advisors, investment professionals, and client service teams while gaining practical experience within a fast-growing Family Office environment.

Throughout the internship, participants will receive mentorship, hands-on training, and exposure to multiple areas of the business. At the conclusion of the six-month program, intern may be considered for available full-time opportunities within Trajan Wealth based on performance, business needs, and organizational fit.

As an Intern, you'll gain hands-on exposure to the day-to-day operations of a rapidly growing Registered Investment Advisor (RIA) while learning how financial advisors, investment professionals, tax specialists, and estate planning teams collaborate to serve clients. You'll develop a foundational understanding of the wealth management industry through project work, client service support, job shadowing experiences, and mentorship from experienced professionals.

As part of your development, you will also serve as a first point of contact for clients and prospective clients calling Trajan Wealth. This provides a unique opportunity to build professional communication skills, understand client needs, and learn how different departments within the Family Office work together to deliver exceptional service.

This internship offers a front-row seat to the financial services industry and is an excellent launching point for future careers in financial planning, wealth management, investments, operations, tax strategy, and estate planning.

This position would be fully onsite at our Scottsdale Corporate office.

Duties and responsibilities

• Answer inbound client and prospect calls professionally, warmly, and confidently.
• Listen carefully to understand client needs and direct calls to the appropriate advisor, department, or team member.
• Take accurate and detailed messages and ensure timely communication to the appropriate parties.
• Provide a positive first impression of Trajan Wealth through exceptional client service and professionalism.
• Log call activity, client interactions, and meeting notes accurately in the firm's CRM.
• Support advisors and client service teams with day-to-day administrative and operational projects.
• Assist with preparing materials for client meetings, financial reviews, and presentations.
• Conduct basic financial and industry research under the supervision of advisors and investment professionals.
• Help maintain accurate client records and documentation within the firm's CRM system.
• Participate in team meetings to gain exposure to financial planning, investment management, estate planning, and tax strategy discussions.
• Shadow Financial Advisors, Wealth Advisors, and Investment Team members to learn how client recommendations are developed and delivered.
• Observe client meetings, portfolio reviews, and financial planning discussions when appropriate.
• Assist with special projects related to business development, client experience, operations, and process improvement.
• Complete internship learning objectives and actively participate in mentorship and professional development opportunities.

Qualifications

• Currently pursuing or recently completed a degree in Finance, Financial Planning, Economics, Business, Accounting, or a related field.
• Strong interest in wealth management, financial planning, investing, or financial services.
• Excellent communication and interpersonal skills.
• Strong attention to detail and organizational abilities.
• Proficiency in Microsoft Office and a willingness to learn new technology platforms.
• Ability to maintain confidentiality and professionalism.
• Positive attitude, intellectual curiosity, and eagerness to learn.
• Previous internship, customer service experience, leadership experience, or campus involvement is preferred but not required.
• $25 per hour
• Valuable industry experience with one of the nation's fastest-growing RIAs.
• Professional development and mentorship opportunities.
• Networking and career exploration opportunities.
• Potential consideration for future full-time opportunities with Trajan Wealth following successful completion of the internship.
• Future career growth opportunity.

Come and join a team that is making a difference in their clients and employee's lives!