Job description
Paces Ferry Wealth Advisors is a boutique wealth management firm with a strong focus on the technology that we use for operations, sales, and customer service. Interns have the unique opportunity to see all aspects of the business and explore the areas that interest them most. Those looking to join the wealth management industry will get a high-level of hands-on training alongside experienced professionals that will prepare them for their next career step. The internship will be part time (16-24 hrs/wk), and compensation is $15/hr.
Job duties
- Financial planning data entry
- CRM maintenance
- Basic Money Guide modeling
- Investment research
- Basic Holistiplan data entry
- Assist with client paperwork
- Client data recon
- List management
- Client appreciation coordination
Qualifications
- Must be pursuing a degree in a business-related field
- Finance concentration preferred, but not required
- Must be a rising junior or senior
- Must be at least 18 years old
- Must be authorized to work in the United States
Interested candidates should apply via Handshake
