Wealth Management Intern

About This Role

This internship provides hands-on exposure to wealth management, tax planning, and client service within a financial firm in Phoenix, AZ, allowing interns to develop skills in financial planning and firm software.

Responsibilities

• Assist on special projects (internal projects/client specific)
• Help team prepare for client meetings
• Attend client meetings in a support role
• Participate in cash flow planning/estate planning/cash management/balance sheet planning/ operational business planning
• Accepts and applies coaching and feedback
• Support the client services and administrative teams as needed/requested

Requirements

• Actively pursuing Undergraduate/Graduate degree; rising Junior or First-Semester Senior
• All School of Business Majors (Accounting, Finance, Economics, Financial Planning or Taxation preferred)
• Significant interest in individual taxation and wealth management
• High-level proficiency in Word, Excel, PowerPoint, Outlook
• Excellent communication and writing skills
• Organized, detail-oriented and able to multitask with proven ability to plan and achieve results

Qualifications

• Undergraduate/Graduate degree

Nice to Have

• Strong critical thinker
• Strong self-starter
• Demonstrate highest personal ethics and integrity
• Ability to maintain absolute confidentiality of information
• Team player, collaborative, able to work with and through others

Skills

* Required skills