Summer Internship, Blue Spring Wealth Partners jobs in United States
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Bluespring Wealth Partners ยท 1 month ago

Summer Internship, Blue Spring Wealth Partners

Bluespring Wealth Partners is a fast-growing acquirer of wealth management firms throughout the United States. As an intern, you will learn about the financial advisory space and gain an understanding of the business model of the wealth management industry while contributing to various business units and functions.

Financial Services

Responsibilities

Annual Internship Program case study summer project based around a hypothetical wealth management client and scenario
Individual projects designed to develop business and operational skills
Shadowing and exposure to client meetings/calls, internal reviews of client cases, shadowing of individuals throughout the organization
Industry and market research
Structured educational training & development
Intern Networking

Qualification

Microsoft OfficeAnalytical skillsProblem-solvingInterest in financeTeamworkTime managementInterpersonal skills

Required

Incoming Junior and Senior year college students pursuing areas of study in Business, Finance, General Studies, and Management
Minimum 3.0 GPA
Microsoft Office suite: Should understand basic Excel, PowerPoint, and Word functions
Highly motivated and driven individual
Demonstrated ability to work well with teams
Strong time-management capabilities
Analytical and problem-solving individual with the ability to understand and interpret numeric data
Strong interpersonal skills and an interest in working in a client-service oriented environment
Basic knowledge and/or a keen interest in finance and strong desire to gain further understanding of the wealth management business

Benefits

Full health, vision, dental.
401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

Company

Bluespring Wealth Partners

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Bluespring Wealth Partners specializes in the acquisition and servicing of wealth management firms seeking continuity for clients.

Funding

Current Stage
Early Stage

Leadership Team

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Angela Osborne
Chief Operating Officer
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Company data provided by crunchbase