Wealth Management Summer Internship- VWG Wealth Management

Hightower Advisors•Vienna, VA

1d•Onsite

About The Position

VWG Wealth Management, an affiliate of Hightower Advisors, manages $2.5 billion in assets for high-net-worth individuals and provides financial planning and investment advice. The Summer Internship Program gives college students exposure to wealth management and professional workplace practices over 9–10 weeks, including financial planning, investments, and client relationship management. The internship concludes with a capstone project. On-site attendance is required at the office in Vienna, Virginia. The internship runs from June 1, 2027, to August 5, 2027, is 20 hours per week, and pays $22 per hour.

Requirements

Junior standing or higher at a four-year accredited college or university.
Minimum GPA of 3.0.
Pursuing a finance or business degree.
Excellent verbal, written, presentation, and interpersonal skills.
Detail-oriented, with the ability to prioritize and organize workflow.
Ability to collaborate and work effectively on a team.
Self-starter with an entrepreneurial spirit.
Technology skills, including Microsoft Outlook, Excel, PowerPoint, and Word.
Flexible and collaborative work ethic.
Commitment to exceeding client expectations.
Strong desire to gain a greater understanding of wealth management.
U.S. citizenship, U.S. permanent residency, or other unrestricted U.S. work authorization without a need for sponsorship now or in the future.

Responsibilities

Gather and organize materials for client meetings in support of the Wealth Advisor team.
Participate in client review meetings and help coordinate follow-up with the Client Service Team.
Support the Client Experience Team with compliance operations, onboarding document production, quarterly report distribution, ad hoc research, cost basis work, and other projects.
Assist the Portfolio Manager with market research, fund analysis, and due diligence requests.
Summarize a timely article and share thoughts and reactions during weekly team meetings.
Help advisors document financial plan questionnaires and organize client documents as received.
Audit CRM data and assist with information cleanup and updates.
Work with the marketing team on social media campaigns.
Assist with administrative duties, including answering phones and responding to basic client inquiries.
Manage client information to keep data organized, complete, and secure.
Participate in internal research projects and special client assignments as needed.
Comply with company policies, procedures, and regulations.
Perform other related administrative duties.
Complete a capstone project encompassing the internship learning experience.