Wealth Management Intern

Company Description

MONETA is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job Description

Are you passionate about finance and eager to gain hands-on experience in wealth management? Join us for a dynamic summer internship where you will work alongside seasoned professionals in a leading wealth management firm.

As a Wealth Management Intern, you will support our wealth management team where you will gain exposure to various aspects of financial planning, investment strategies, and client relationship management. This role offers a unique opportunity to develop your skills in a team-based, client-focused environment and contribute to real-world projects.

Essential Responsibilities

• Contribute to projects that ensure integrity of client data
• Conduct financial planning and research
• Prepare written reviews with investment information including asset values and investments returns for client review meetings
• Prepare various documents for client signature
• Gain exposure to various types of financial planning software
• Data management of signed client forms
• Scanning, filing, and shredding of sensitive client documents
• Participate in training and team activities
• Special projects as required by current needs of team
  
  

Qualifications

• Progress toward B.S. Business, Finance, or Accounting preferred
• Proficient in Microsoft Office applications
• Availability to work onsite in the office
  
  

Additional Information

This internship is an hourly paid, non-exempt position.

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.