2022 Summer Wealth Management Intern                   

This position is part of the growing Charlotte, NC office of RSM US Wealth Management LLC and will work with advisors and other team members to serve a client base consisting of high net worth families and business owners.

Responsibilities:

-       Assist with multiple client and practice related projects simultaneously -       Assist with monitoring clients' investment portfolios to provide updates and progress reporting, re-balancing of asset allocation model and implementation of recommendations for portfolio re-balancing -       Prepare & facilitate reports for Advisor for client review meetings -       Assist in development of comprehensive financial plans for clients to identify problem areas, make recommendations and select appropriate investments compatible with the client's goals, risk tolerance, time horizon and expected rate of return -       Use various tools (e.g., Black Diamond, eMoney Advisor, Morningstar, CRM) to research and provide investment portfolio and insurance analysis for prospects and clients -       Consistently follow procedures to be compliant -       Assist with the development and implementation of various marketing efforts -       Assist team with miscellaneous other projects as needed

Basic Qualifications:

-       Pursuing an undergraduate degree in a financial planning related field (business, tax, finance, or accounting) -       Excellent verbal and written communication skills -      Ability to work, efficiently, effectively, and independently in order to see projects through to conclusion. -       Must be very detail oriented -       High proficiency in Excel -       At least a basic knowledge of investments -       Strong ethical and professional standards

Preferred Qualifications:

-       Ambition to eventually become registered as an Investment Adviser Representative (Series 65 or designation such as CFP®, CFA, ChFC) -      Business experience in the Wealth Management, tax or financial services industry -       Demonstrated client service skills -       Strong mathematical and analytical skills -       Excellent organizational skills with the ability to prioritize multiple tasks, projects and assignments -      Self-motivated and possess a sense of urgency -       Flexibility, adaptability and strong team orientation

 You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective. Experience RSM US. Experience the power of being understood.

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective. Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

RSM is the leading provider of audit, tax and consulting services to the middle market, with over 16,600 professionals across the U.S., Canada, El Salvador and India. RSM has a global presence in 120 countries, we are focused on developing leading professionals and innovative services to meet our clients’ evolving needs in today’s ever-changing business environment. Our culture embodies inclusiveness and understanding, empowering our people to be their authentic selves, share their unique perspectives and own their futures to achieve their personal and professional aspirations.