As a Wealth Management & Financial Planning Intern, you will play a key role in supporting high-net-worth client relationships and prospecting efforts. This internship offers hands-on experience in researching advanced financial planning topics—including estate planning, tax strategies, retirement planning, and charitable giving. You’ll contribute to process improvement initiatives and assist in implementing solutions that enhance team efficiency. Additionally, you’ll collaborate on enterprise-level projects, providing subject matter expertise and gaining exposure to strategic initiatives across the organization.
Responsibilities:
– Assist with the relationship and prospecting efforts for high-net-worth investment accounts.
– Conduct research on financial planning topics such as estate planning, tax strategies, retirement planning, business succession and protection planning, and charitable giving.
– Participate in process improvement initiatives by identifying opportunities for increased efficiency and assisting with implementation.
– Work across departments to understand what other areas do and build on personal development.
– Support the team in providing subject matter expertise for enterprise-level project initiatives.
