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Waldron Private Wealth · 2 months ago

Wealth Planning Intern

Wayne, PA

Internship

Onsite

Intern

Waldron Private Wealth is looking for a Wealth Planning Intern to take part in a multi-semester internship program. This role will help you develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities.

Financial ServicesWealth Management

Responsibilities

Develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities

Prepare a wide-range of client reports, including investment updates, investment portfolio analysis, cash flow projections, net worth reviews, tax analysis, and insurance reviews

Assist in the preparation of complex investment portfolio rebalancing decisions

Participate in associate team meetings, presenting a variety of topics

Research technical advisory issues and writing entries for internal-use wiki

Assist with research and writing firm publications

Provide administrative support to CSS, Operations, and Business Development on various requests including preparing mailings, faxing, emailing, filing, making copies, scanning docs, generating reports and other administrative related items as requested

Qualification

Financial planningInvestment managementPortfolio analysisResearch skillsAdministrative support

Required

Student (College)

Ability to develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities

Ability to prepare a wide-range of client reports, including investment updates, investment portfolio analysis, cash flow projections, net worth reviews, tax analysis, and insurance reviews

Ability to assist in the preparation of complex investment portfolio rebalancing decisions

Ability to participate in associate team meetings, presenting a variety of topics

Ability to research technical advisory issues and write entries for internal-use wiki

Ability to assist with research and writing firm publications

Ability to provide administrative support to CSS, Operations, and Business Development on various requests including preparing mailings, faxing, emailing, filing, making copies, scanning docs, generating reports and other administrative related items as requested