Wealth Management Summer Internship- VWG Wealth Management
About The Position
VWG Wealth Management manages $2.5 billion in assets for high-net-worth individuals and provides financial advice and planning with an emphasis on proactive goal setting. The firm is an affiliate of Hightower Advisors. Its 9–10-week Summer Internship Program gives college students exposure to wealth management and the professional workplace, including financial planning, investments, and client relationship management. Interns complete a capstone project encompassing their learning experience. The internship requires on-site attendance in Vienna, Virginia, and runs from June 1, 2027, to August 5, 2027. It is 20 hours per week and pays $22 per hour.
Requirements
- Be a student with junior standing or greater at a four-year accredited college or university.
- Have a minimum GPA of 3.0 and be pursuing a finance or business degree.
- Have excellent verbal, written, presentation, and interpersonal skills.
- Be detail-oriented and able to prioritize and organize workflow.
- Be able to collaborate and work effectively on a team.
- Be a self-starter with an entrepreneurial spirit.
- Have technology skills, including Microsoft Outlook, Excel, PowerPoint, and Word.
- Maintain a flexible and collaborative work ethic.
- Commit to exceeding client expectations.
- Have a strong desire to gain a greater understanding of wealth management.
- Be a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization without requiring sponsorship now or in the future.
Responsibilities
- Gather and organize client meeting materials for 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 daily 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.
- Participate in weekly team meetings by summarizing a timely article and sharing thoughts and reactions.
- 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 to assist with and contribute to social media campaigns.
- Assist with administrative functions, such as 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Intern
