This internship offers a motivated self-starter the opportunity to dive into a fast-paced, client-focused work environment. Interns will work on projects that have a real impact on clients, support a team of wealth management experts, and gain product knowledge from internal and external partner sessions. The role also involves planning team marketing events and materials, and assisting with the responsibilities of running an entrepreneurial business model. The team is dynamic and located in the Cleveland Branch office, providing advice-based solutions to ultra-high net worth and high-net worth individuals and families.
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Career Level
Intern
Education Level
Associate degree