Island Wealth Management, a financial planning and asset management firm, is looking for a college junior or senior for a summer internship position. Candidate will participate in all phases of the financial planning process (investments, goals & objectives, investment performance, estate planning, cash flow/savings management, insurance reviews, tax planning, etc).
Primary duties include:
Interacting with office staff and clients in a team setting
Use software tools to prepare various financial planning reports
Assisting in the preparation of client presentations
Sit in on client meetings and prepare recap summaries
Facilitate and follow up on the implementation of financial planning recommendations
Maintain communication with current clients through on-going mailings, email and phone calls
Skills & job requirements
A strong work ethic, excellent communication skills, strong interpersonal skills and high integrity are a must
Experience supporting client relationships
Strong working knowledge of MS Word and Excel
Experience with investment research software (i.e. Morningstar)
Ability to analyze, collect and communicate complex information
Ability to multitask and manage a workload around 40-60 clients
Time management skills & ability to work independently
Must be able to work well under pressure with tight deadlines
Demonstrate confidentiality and discretion with respect to all client and firm information
Please send your resume to email@example.com
About Island Wealth Management
Island Wealth Management is an investment management and multi-generational planning firm that is dedicated to serving the needs of families, small businesses and individuals. The firm assists their clients by creating customized plans which provide a roadmap for pursuing their personal goals and dreams. Find out more about Island Wealth Management at www.islandwealth.com.
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