Wealth Management Summer Intern: Hands-on Finance

Advisors Excel, LLC; Topeka, Northern (KS, KY); Hybrid; USD 21,000 - 30,000; Full time

Benefits offered by this job

On-site café & gym

Professional development opportunities

Recognition for hard work

Employee sponsored events

Job summary

Advisors Excel in Topeka is offering a Wealth Management Summer Intern role designed to give you broad exposure to the AEWM platform and support the Wealth Management team. You will shadow sales, operations, and back office, attend trainings, and assist with client meeting preparations.

This onsite internship includes the Top City Internship program and hands-on projects to develop professional skills and networking opportunities in the Topeka area.

Qualifications

• Outstanding communication skills with the ability to interact with all personality types and levels.
• Ability to work independently, but also as a collaborative team member.
• Exceptional problem determination skills with high attention to detail.
• PC proficiency, ability to work on several platforms at once.

Responsibilities

• Assist the Wealth Management Marketing and Operations teams.
• Attend Advisor one-on-one meetings and various trainings.
• Assist the transitions team in compiling transition packets for Advisors Excel.
• Shadow all sides of wealth management including sales, operations, and back office.
• Participate in on-the-job training with department managers.
• Assist with preparations for client meetings.
• Assist with gathering and organizing data for projects as assigned.

Skills

Communication

Independence

Attention to detail

PC proficiency

Job description

Advisors Excel in Topeka is offering a Wealth Management Summer Intern role designed to give you broad exposure to the AEWM platform and support the Wealth Management team. You will shadow sales, operations, and back office, attend trainings, and assist with client meeting preparations.

This onsite internship includes the Top City Internship program and hands-on projects to develop professional skills and networking opportunities in the Topeka area.