Intern - Wealth Management jobs in United States
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MAI Capital Management · 1 month ago

Intern - Wealth Management

MAI Capital Management is a Wealth Management firm headquartered in Cleveland, OH, offering summer internship placements nationwide. The internship provides an opportunity to work on challenging assignments in various areas of the firm, while gaining valuable experience and mentorship.

ConsultingFinancial Services
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Growth Opportunities

Responsibilities

Work on challenging assignments in Wealth Management
Complete projects and work assignments that will benefit the Firm
Gain real-world experiences in specific field of study

Qualification

Investment ManagementFinanceAnalytical SkillsMicrosoft SuiteCommunication SkillsInterpersonal SkillsLeadership QualitiesCreative Solutions

Required

The candidate must be a rising Junior or Senior currently enrolled in an Undergraduate or Graduate program in a related field of study
Competitive GPA of 3.3 or higher and strong academic standing in your primary field of study
Strong analytical, conceptual, communications (written and verbal), and organizational skills
Strong interest in Investment Management, Finance, and Business
Proficient in Microsoft Suite (Word, Excel, PowerPoint)
Strong interpersonal skills and individual initiative, self-discipline and integrity, leadership qualities and the ability to develop creative solutions

Company

MAI Capital Management

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MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Wealth Partners Capital Group
2021-08-16Acquired
2017-07-10Series Unknown

Leadership Team

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James Kacic
Managing Partner & Chief Operating Officer
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John Zaller
Managing Partner
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Company data provided by crunchbase