Description
Join a generationally diverse group of professionals to serve clients with the highest degree of ethics and professionalism and support internal team members.
In this role, provide office support, manage schedules and coordination of team needs, and play a supporting role in relationship management and development.
Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.
Responsibilities :
- Prepare financial analyses and financial plans for clients.
- Assist with analysis, rebalancing, and administration of client investment portfolios.
- Conduct investment research, reporting, and analysis.
- Provide support for processing client service needs.
- Assist with creation and implementation of workflows and procedures to improve efficiency and enhance client experience.
Requirements
Qualifications :
- Excellent written and verbal communication skills
- Self-starter, productive, works well with a team and independently
- Ability to identify, meet, and follow through with client needs and requirements with keen attention to detail
- Excellent project management skills with ability to prioritize and track multiple tasks
- Proficiency in Microsoft Office Suite
Culture and Core Values :
KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development.
Our core values drive our culture :
- Honesty
- Integrity
- Respect
- Balanced Life
- Community Oriented
Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.
ParaPlanner Intern
Join a generationally diverse group of professionals to serve clients with the highest degree of ethics and professionalism and support internal team members. Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explo...
Program Coordinator - Second Shift
The Program Coordinator will be integral in supporting community partners to meet the needs of youth and serve as a safe and supportive resource for youth experiencing housing instability and homelessness.Plans, implements, administers, and evaluates direct client services in coordination with case ...
Marine Interdiction Agent
Air and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP) offers those with Merchant Mariner Credentials the exceptional opportunity of a career in law enforcement working with an elite team of highly trained professionals whose camaraderie, pride, and purpose are hallmar...
NOAA Basic Officer Training Class: Inter-Service Transfer
Thank you for your interest in joining the National Oceanic and Atmospheric Administration (NOAA) Commissioned Officer Corps.By submitting your information, you are applying to join the Basic Officer Training Class (BOTC) 146, which starts in April 2025.To be considered for the position, follow thes...
Material Handler
In Office at Location Specified Above #LI-Onsite.Keller is seeking a Material Handler to join our Distribution team! .Our Material Handler is responsible for supporting the order fulfillment (picking while at times rising up 21 feet in an order picker and packing), receiving, and shipping processes ...
11C Indirect Fire Infantryman
As an Army National Guard Indirect Fire Infantryman, you'll be in charge of the Infantry’s most powerful weapon – the mortar.As part of a mortar squad, section, or platoon, you will perform challenging activities that may include parachuting from a troop transport airplane to access locations where ...
Production Worker
Performs job duties in multiple departments on multiple assets throughout the plant and other duties as related to the economy of the operation, quality and quantity of product, cleanliness of the area, and work performed in a safe manner.Receives instructions from the Manager or Supervisors.Will be...
Sales Representative - 4 Day Work Week
If you’re exploring sales careers, you already know sales is the way to get ahead.You can sell just about anywhere, but the key is knowing how to spot the right opportunity.Have you ever noticed that the most successful sales people receive superior support from the companies they work with? A robus...
Patient Care Technician / PCT / Caregiver - Ascension Medical Group at 1531 Madison Street
Ascension Medical Group at 1531 Madison Street, part of Ascension Living brings it all together for you at our beautiful community.You will have access to personalized care, exceptional services with a balance of city comforts, cultural opportunities and more, in our community and close by.We are co...
Warehouse Picker - Pizza
Valley Cooperative Association (VCA) is a member-owned Cooperative focused on providing the finest baking & brewing ingredients, supplies, and business services.VCA maximizes success through customized and highly responsive service, and delivery of food ingredients, products, and packaging.Valle...