Wealth Management Intern

MARSHALL+STERLING•City of Poughkeepsie, NY

13d•$19 - $19•Onsite

About The Position

As a Wealth Management Intern, you will gain exposure to financial planning, client service, and investment support. You’ll assist with research, data entry, report preparation, and administrative tasks that support our Wealth Advisors — all while shadowing experienced team members. You’ll also participate in community service opportunities and have access to learning and professional growth workshops. What You’ll Do Learn how to prepare financial reports and planning documents through guided, hands-on experience. Learn how client data is gathered, organized, and used to support account management. Perform market or product research as directed Shadow Wealth Advisors to become familiar with daily workflows and processes. Participate in community service initiatives Take on meaningful assignments supporting client service Attend learning and professional development workshops

Requirements

Well-suited for Finance, Wealth Management, or Financial Planning majors looking to apply classroom learning to real operational and analytical work.
Actively pursuing a Bachelor’s or Master’s degree
Strong attention to detail and comfort working with numbers
Excellent written and verbal communication skills
Proficiency with computers and willingness to learn financial tools
Proactive attitude and desire for professional growth

Responsibilities

Learn how to prepare financial reports and planning documents through guided, hands-on experience.
Learn how client data is gathered, organized, and used to support account management.
Perform market or product research as directed
Shadow Wealth Advisors to become familiar with daily workflows and processes.
Participate in community service initiatives
Take on meaningful assignments supporting client service
Attend learning and professional development workshops