Financial Planning Intern

Altfest Personal Wealth Management has a unique opportunity for an Intern to contribute to the day-to-day responsibilities in a highly regarded Wealth Management Firm. 

Working approximately 20 hours/week (including 2 full days), you will support our Financial Advisors in the areas of Wealth Management and Investment Research.

Responsibilities

As a member of the firm's Client Teams, you will assist our Financial Planners with tasks including:

• Creating and preparing presentation materials for meetings with clients

• Maintaining client and fund data

• Creating investment proposals for new clients

• Performing Investment Research using industry standard software

• Reviewing and updating client information for the financial planning process

• Supporting various business development initiatives

• Assisting with Financial Plans and projections

Desired Skills and Qualifications

• Interested in pursuing a career in Financial Planning and Wealth Management

• Computer savvy with experience using Excel

• Minimum grade point average of 3.5, impressive standardized test scores

• Detail-oriented, organized

• Self-starter, takes initiative

• Ability to multi-task and prioritize work to meet deadlines

• Possess strong interpersonal communication skills

• Desire to support actions that are in the best interest of the client

• Strong sense of responsibility with a positive “can do” attitude

• High energy level, self-motivated with a strong sense of urgency

• Effective team player with a high level of integrity

Altfest Personal Wealth Management is an equal opportunity employer.