Wealth Planning Intern: Build Financial Advisory Skills

Waldron Private Wealth; Plymouth (MI); Hybrid; USD 21,000 - 28,000; Full time

Job summary

Waldron Private Wealth in Plymouth, MI is seeking a Wealth Planning Intern for a multi-semester internship program designed to expose students to the wealth management industry. You will gain hands-on experience across departments while supporting financial planning and investment management activities.

The internship requires enrollment as an undergraduate or graduate student, reliable transportation to the Plymouth office, and the ability to commit 15 hours weekly during the school year and

Qualifications

• Currently enrolled as an undergraduate or graduate student.
• Must be able to commit to the internship for multiple semesters.
• Must have reliable transportation to and from our office in Plymouth, MI.
• Ability to work a minimum of 15 hours per week during the school year and 35-40 hours per week during the summer months.
• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Responsibilities

• Develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities.
• Prepare a wide-range of client reports, including investment updates, investment portfolio analysis, cash flow projections, net worth reviews, tax analysis, and insurance reviews.
• Assist in the preparation of complex investment portfolio rebalancing decisions.
• Participate in associate team meetings, presenting a variety of topics.
• Research technical advisory issues and writing entries for internal-use wiki.
• Assist with research and writing firm publications.
• Provide administrative support to CSS, Operations, and Business Development on various requests including preparing mailings, faxing, emailing, filing, making copies, scanning docs, generating reports and other administrative related items as requested.

Education

Undergraduate or graduate student

Job description

Waldron Private Wealth in Plymouth, MI is seeking a Wealth Planning Intern for a multi-semester internship program designed to expose students to the wealth management industry. You will gain hands-on experience across departments while supporting financial planning and investment management activities.

The internship requires enrollment as an undergraduate or graduate student, reliable transportation to the Plymouth office, and the ability to commit 15 hours weekly during the school year and