Wealth Planning Intern — Hands-On Wealth Management

Waldron Private Wealth; Plymouth (MI); On-site; USD 17,000 - 28,000; Full time

Job summary

Waldron Private Wealth in Plymouth, MI, is offering a Wealth Planning Intern position within its multi-semester Internship Program designed to expose you to the wealth management industry and the day-to-day work across all departments. You will gain hands-on experience in financial planning and investment management while supporting client-facing and internal teams.

The role emphasizes learning, teamwork, and the opportunity to develop a solid foundation in client reporting, portfolio analyses,

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 offering a Wealth Planning Intern position within its multi-semester Internship Program designed to expose you to the wealth management industry and the day-to-day work across all departments. You will gain hands-on experience in financial planning and investment management while supporting client-facing and internal teams.

The role emphasizes learning, teamwork, and the opportunity to develop a solid foundation in client reporting, portfolio analyses,