Visionary Wealth Advisors · 2 days ago
Internship Program within the Advisor Service Group
St Louis, MO
Internship
Onsite
Intern
$15/hr - $15/hrVisionary Wealth Advisors, LLC is an independent registered investment advisory firm committed to helping clients reach their financial dreams. They are seeking a motivated individual to join their Internship Program within the Advisor Service Group, focusing on back-office operations such as trading, billing, data maintenance, and performance reporting.
FinanceFinancial ServicesRetirementWealth Management
Responsibilities
Maintain and update data across Visionary’s technology platforms
Assist with trade execution and reconciliation
Collaborate on performance reporting for client accounts
Contribute to billing operations, including fee calculations and invoicing
Manage compliance policies and procedures in line with SEC guidelines
Participate in cross-functional projects, gaining exposure to other departments such as Financial Advisor and Research Analyst
Qualification
Required
Currently pursuing an undergraduate degree in Finance, Economics, Business, or a related field
Proficiency in Microsoft Office Suite, particularly Excel
Strong attention to detail and a high level of accuracy in completing tasks
Strong analytical, problem-solving, and time management skills
Ability to manage multiple projects and meet deadlines
Excellent communication skills, both written and verbal
Professional attitude, demeanor, and appearance
Company
Visionary Wealth Advisors
Visionary Wealth Advisors is an investment advisory company.
Founded in 2014
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brett Gilliland
Chief Executive Officer
Elizabeth Connelly
Partner, Senior Wealth Management Advisor
Company data provided by crunchbase