HBK CPAs & Consultants · 1 day ago
HBKS Wealth Advisors Summer Internship
Erie, Pennsylvania, United States
Internship
Onsite
InternHBKS Wealth Advisors is a regional, independent personal financial planning and wealth management firm seeking an Intern for its Retirement Plan Services Group. The role involves working with the retirement plan services team on administrative tasks, assisting with case analysis, and producing quarterly reports for clients.
AccountingProfessional Services
Responsibilities
Working with the retirement plan services team on a range of administrative tasks
Assisting with case analysis for new perspective client opportunities
Working with various tools and databases that the firm subscribes to help identify prospective clients in the various markets where HBK/HBKS has a presence
Helping to produce quarterly reports for the firm’s retirement plan services clients
Performing other tasks as delegated
Qualification
Required
Must be Junior or Senior status majoring in finance, accounting, statistics, or economics
Must currently be enrolled (accredited school) and be in good academic standing
Actively pursuing or interested in pursuing CFP
Must possess excellent computer, communication, and interpersonal skills
Must be team player
Must pass an employment background check
Must have the ability to work at least 20 hours per week, but this opportunity can be up to 40 for those who desire such
Company
HBK CPAs & Consultants
HBK CPAs & Consultants offers accounting and auditing services.
Founded in 1949
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Phillip (Phil) Wilson, CPA
CPA/Principal/COO
Jack Walston
Chief Information Officer
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