Financial Planning Intern

  • TBD
  • New York, NY, USA
  • Internships & Graduate Trainee, Part time
  • Altfest Personal Wealth Management
  • 28 Aug 17

Altfest Personal Wealth Management has a unique opportunity for an Intern to contribute to the day-to-day responsibilities in a highly regarded Wealth Management Firm. Working part-time beginning in the Fall, you will support our Financial Advisors in the areas of Wealth Management and Investment Research.

Responsibilities 

As a member of the firm's Client Teams, you will assist our Financial Planners with tasks including:

  • Creating and preparing presentation materials for meetings with clients
  • Maintaining client and investment data
  • Creating investment proposals for new clients
  • Performing Investment Research using Morningstar and Bloomberg
  • Reviewing and updating client information for the financial planning process
  • Supporting various business development initiatives
  • Assisting with Financial Plans and projections

Desired Skills and Qualifications

  • Interested in pursuing a career in Financial Planning and Wealth Management
  • Computer savvy with experience using Excel
  • Minimum grade point average of 3.5, impressive standardized test scores
  • Detail-oriented, organized
  • Self-starter, takes initiative
  • Ability to multi-task and prioritize work to meet deadlines
  • Possess strong interpersonal communication skills
  • Desire to support actions that are in the best interest of the client
  • Strong sense of responsibility with a positive “can do” attitude
  • High energy level, self-motivated with a strong sense of urgency
  • Effective team player with a high level of integrity

Altfest Personal Wealth Management is an equal opportunity employer.