Wealth Management Intern jobs in United States
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Soltis Investment Advisors · 14 hours ago

Wealth Management Intern

positionSt George, UT
timeInternship
remoteOnsite
seniorityIntern

Soltis Investment Advisors is a nationwide, fee-only Registered Investment Advisory Firm that has been delivering innovative investment solutions since 1993. They are seeking a motivated and detail-oriented Wealth Management Intern to gain hands-on exposure to the day-to-day operations of their wealth management firm, supporting client service, investment analysis, and financial planning initiatives.

Financial Services

Responsibilities

Assist in preparing materials for quarterly client investment reviews
Help analyze and organize financial data for current and prospective clients
Support the development of investment proposals and presentations
Assist with components of comprehensive financial plans
Participate in internal meetings
Conduct research related to investments, markets, and financial planning topics
Provide general administrative and project support to the Wealth Management team

Qualification

Financial analysisInvestment proposalsWealth managementFinancial planningAnalytical skillsProactive mindsetOrganizational skillsTeam collaborationCommunication skills

Required

Currently pursuing a Bachelor's degree (finance, economics, business, or related field preferred)
Interest in wealth management, financial planning, or investments
Strong analytical and organizational skills
Ability to work both independently and collaboratively in a team environment
High attention to detail and strong written and verbal communication skills
Coachable, proactive mindset with a desire to learn and grow

Preferred

Bachelor's degree (finance, economics, business, or related field preferred)

Benefits

Hands-on experience in a professional wealth management environment
Exposure to client service, investment analysis, and financial planning
Mentorship from experienced advisors and analysts
Networking opportunities within the firm

Company

Soltis Investment Advisors

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Soltis is an investment advisory firm which delivers financial security and personal freedom to individual and institutional investors.
dateFounded in 1993
location
Saint George, Utah, USA
people-size51-200 employees
web-link
https://www.soltisadvisors.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
2024-09-17Acquired

Leadership Team

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Lon Henderson
Founder, Chairman of the Board of Advisors
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