Associate Wealth Advisor Intern
Wealth Advisor Intern
Are you looking for a challenging and rewarding position with long-term growth potential? Do you want to make a positive impact in people’s lives? Are you curious about financial planning?
Position Description
The Associate Wealth Advisor Intern is a position with substantial room to grow as a member of our team led by a female entrepreneur. As a paid intern, you will work in our Marin County, CA, office on all aspects of wealth management, including: solving client requests, data gathering and analysis, financial planning and portfolio reviews, meeting preparation, drafting trades, researching investments, client communication, client account maintenance, and implementation of recommendations. Your projects will increase in complexity as you demonstrate your competence and ability.
The Associate Wealth Advisor Intern will also assist in writing and editing our newsletter, website, and social media content. All client relationships are handled on a team basis and the Associate Wealth Advisor Intern is a key member of the team.
This position requires a very careful adherence to well-defined procedures where repeatable results are needed. The work is highly precise in nature and requires a very strong attention to detail. It is vital for the work output to be very high quality with correct results. Checking and double-checking is often necessary; individuals performing the job must be patient and conscientious.
At the end of this internship, there may be an opportunity to move into a permanent position.
Desired Skills and Qualifications
Skills:
- Analytical skills to prepare and analyze client financial statements, plans, and investments
- Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
- The ability to manage time effectively and prioritize projects to ensure on-time completion
- The ability to work at a steady, even pace of activity
- Strong communication skills with the ability to interact with our Wealth Advisors and high net-worth clients, both verbally and in writing
- A highly collegial and collaborative work style; able to work well with all members of the team and collaborate in all aspects of serving our clients
- Strong work ethic and eagerness to "roll up your sleeves" to get things accomplished for the client and the team
- Able to closely follow established procedures and processes without modification
- A high level of professionalism and a thirst to learn and grow as a financial professional.
Qualifications:
- Acute attention to detail and accuracy (more important than speed)
- Ability to read and synthesize written information effectively
- Ability to produce repeatable, very high-quality results
- Excellent written and verbal communication skills; communication is factual, polite, and professional
- Uncompromising ethical standards
- Desire and ability to work successfully in a small company environment• People-focused, compassionate and friendly, while being slightly reserved in nature
- Ability to follow our well-defined processes and procedures to perform activities
- A client-comes-first attitude
Compensation
An hourly wage will be determined based on experience and qualifications. Casual dress code, weekly staff lunch and the ability to learn about your own personal financial situation are added benefits.
Location
Larkspur, California
How to Apply
Please visit the Job Opportunities page of our website at JLFwealth.com to apply and submit a cover letter and your resume. We prefer PDF attachments. Unfortunately, we are unable to accept direct calls or emails about this position.
We look forward to hearing from you!