Wealthspire Retirement Intern - CA

NFP • Aliso Viejo, CA

5d • $20 - $27 • Hybrid

About The Position

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com . Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives. Internship Description: Our 10-week Summer Intern Program is designed to provide students with a challenging, meaningful, and supportive experience with our Retirement team that closely replicates the role of a full-time Associate working alongside members of the national investment committee. Interns will build relationships with investment management company contacts, as well as other internal and external partners. The position involves day-to-day responsibilities in investment research and analysis, verbal communication with advisors in the field, and electronic and other written communications. Interns will also be responsible for completing a project at the direction of their supervisor and presenting their findings at the conclusion of the program. This is a hybrid position, with in-office flexibility a few days per week.

Requirements

• Ability to express ideas clearly in both written and verbal communications
• Strong working knowledge of Microsoft office products, especially Microsoft Excel
• Ability to work both independently and in a team environment with a positive attitude, proactive mindset, and entrepreneurial spirit
• Ability to communicate and interface effectively with Investment professionals, Executive Staff, and Human Resources professionals
• Exceptional attention to detail and time management skills
• Ability to work on multiple projects concurrently and prioritize
• Inquisitive by nature
• Pursuing degree in Business, Economics or Finance (preferred)
• Rising senior of a four-year university preferred
• Demonstrated leadership experience in college, community, internship, or co-op experience
• Knowledge of Microsoft Outlook, Excel, PowerPoint, and Word
• Interest in Investment Advisor and/or Financial Services Industry

Responsibilities

• Assist investment team with data gathering and tracking on retirement income products
• Establish an understanding of capital markets and asset allocation building blocks
• Aid with investment quarterly updates and projects
• Eagerness to learn about retirement investments and provide input where needed
• Support investment team for on-going and proactive due diligence on investment managers

What This Job Offers

• Career Level: Intern