We are seeking highly motivated interns to provide support and assist in serving high net-worth clients within our Financial Planning and Tax team. You will focus on comprehensive financial, estate, and tax planning services, participating in thorough training and working closely with senior professionals.
Key Responsibilities:
* Assist Wealth Advisors in client meetings and proposal preparation
* Analyze and prepare detailed financial plans
* Draft client communications and update CRM system
* Support tax planning strategies for clients
Required Skills and Qualifications:
* Recent graduate or junior/senior year student in relevant subjects (accounting, finance, economics)
* Minimum GPA: 3.0
* Proficiency in Microsoft Office programs (Excel, PowerPoint, Word)
* Intellectually curious, organized, and excellent analytical and time management skills
Benefits:
* Paid – competitive hourly rate
* Ongoing opportunity for extended or permanent employment
* Work directly with firm partners and senior management
* Flexibility with school schedules