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LCR Wealth Management · 1 day ago

Spring Intern

Westport, CT

Internship

Onsite

Intern

LCR Wealth Management is an SEC-Registered Investment Adviser headquartered in Westport, Connecticut, specializing in personalized wealth advisory services for high-net-worth families. They are seeking a Spring Intern to gain hands-on experience in wealth management by conducting research, preparing client documents, assisting with operations, and participating in client interactions.

AdviceFinancial ServicesWealth Management

Responsibilities

Conducting research and analysis to support customized financial planning and investment strategies

Preparing and organizing client documents, reports, and meeting materials

Assisting with back-office operations and compliance-related tasks

Contributing to marketing initiatives, including content creation and client communications

Actively participating in team meetings, client reviews (where appropriate), and shadowing experienced advisors

Qualification

Analytical skillsResearch abilitiesMicrosoft Office SuiteFinancial software familiarityInterest in wealth managementCommunication skillsOrganizational skills

Required

Strong analytical and research abilities, with comfort gathering, analyzing, and interpreting financial and market data

Excellent written and verbal communication skills for preparing professional documents, reports, and client correspondence

Highly detail-oriented with superior organizational skills to maintain accuracy in a fast-paced environment

Proficiency in Microsoft Office Suite (especially Excel); familiarity with financial software, CRM tools, or data platforms is a plus

Genuine interest in wealth management, investment advisory, and fiduciary financial planning, with a proactive attitude and eagerness to learn

Current undergraduate student (preferably junior, or senior) pursuing a degree in Finance, Economics, Business, Accounting, or a related field; recent graduates may also apply

Company

LCR Wealth Management

LCR Wealth offers financial advisory services, focusing on traditional and alternative investments.

Founded in 2021

Westport, Connecticut, USA

2-10 employees

https://lcrwealth.com

Funding

Current Stage

Early Stage

Recent News

EIN Presswire

LCR Capital Partners Celebrates Groundbreaking of All Points North (APN) Expansion

2025-11-11

Company data provided by crunchbase