Financial Planning Intern Financial Planning Intern …

Altfest
in New York, NY, United States
Internships & Graduate Trainee, Part time
Last application, 05 Apr 20
TBD
Altfest
in New York, NY, United States
Internships & Graduate Trainee, Part time
Last application, 05 Apr 20
TBD
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 Winter/Spring (December 2020 - May 2021) for 20 hours per week, you will support our Financial Advisors in the areas of Wealth Management and Investment Research. ****** MUST BE IN NEW YORK AREA FOR THE ENTIRE TIME PERIOD ******

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 & 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

For consideration, please email your RESUME & a COVER LETTER explaining why you should be considered for this opportunity to: hgoldin@altfest.com 

Altfest Personal Wealth Management is an equal opportunity employer.

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