Summer Intern - Wealth Management - Pyxai : Job Details

Job DescriptionOVERVIEWJoin a financial advisory firm with a goal to be one of the most admired advisory firms serving high-net-worth individuals in NYC. They combine in-house investment management and wealth management expertise to build long-term relationships with its clients.POSITION DESCRIPTION

• Gain experience working in a professional environment
• Learn how to strategize/problem-solve in a team environment to help clients achieve financial goals
• Experience what it is to play a critical role in promoting client loyalty and a world-class client experience
• Develop relationships with potential mentors, who are leaders in the wealth management field
• Reports to: Financial Planning Manager
• Job Level: Non-Exempt

JOB SUMMARYThe Wealth Management Intern supports the private client group by shadowing the team and assisting with client service requests and special projects. This individual must have strong critical-thinking skills and work well individually as well as part of a team. A qualified candidate is a clear communicator, is detail-oriented, has a high degree of follow-through, handles multiple tasks efficiently, and thrives in a fast-paced working environment where each day is different. The ideal candidate will be exposed to a variety of financial topics including but not limited to, cash flow, analysis, retirement planning, insurance and risk management, and education planning.RESPONSIBILITIES

• Works closely with the firm's most experienced Financial Advisors
• Shadows Financial Planning Associates and Financial Planning Associate Manager
• Interacts with other team members and departments to provide excellent client service
• Completes client and advisor requests and any special projects as assigned by manager
• Helps to schedule client meetings and prepare meeting presentations
• Inputs data into financial planning software
• Data entry into Advisor CRM
• Answer phones

RequirementsQUALIFICATIONS & SKILLS

• Enrolled college student (Junior/Senior)
• Proficient in MS Office
• Cooperative spirit and drive; Ability to work independently but also in a team
• Excellent communication, organizational, interpersonal skills, and good phone etiquette
• Strong attention to detail and ability to follow through on projects effectively

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