This internship is for a motivated self-starter interested in a fast-paced, client-focused work environment. Interns work with wealth management experts to learn about the industry, clients, and firm while gaining insight, developing skills, and establishing professional contacts. The internship is based within a WMA branch office, where financial advisors provide advice-based, integrated products and services for ultra-high-net-worth and high-net-worth individuals and families. The intern contributes to projects with client impact, supports wealth management experts, learns about the firm's industry, culture, strategy, and products, and helps plan team marketing events and materials. The role also offers exposure to the responsibilities of operating an entrepreneurial business model.
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Career Level
Intern
Education Level
No Education Listed