Wealth Management Intern

Wealth Management Intern

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

Progress toward B.S. Business, Finance, or Accounting preferred

Proficient in Microsoft Office applications

Availability to work onsite in the office

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.