Job Description

Are you passionate about finance and eager to gain hands-on experience in wealth management? Join us for a dynamic summer internship where you will work alongside seasoned professionals in a leading wealth management firm.

As a Wealth Management Intern, you will support our wealth management team where you will gain exposure to various aspects of financial planning, investment strategies, and client relationship management. This role offers a unique opportunity to develop your skills in a team-based, client-focused environment and contribute to real-world projects.

Essential Responsibilities

• Contribute to projects that ensure integrity of client data
• Conduct financial planning and research
• Prepare written reviews with investment information including asset values and investments returns for client review meetings
• Prepare various documents for client signature
• Gain exposure to various types of financial planning software
• Data management of signed client forms
• Scanning, filing, and shredding of sensitive client documents
• Participate in training and team activities
• Special projects as required by current needs of team

Qualifications

• Progress toward B.S. Business, Finance, or Accounting preferred
• Proficient in Microsoft Office applications
• Availability to work onsite in the office

Additional Information

This internship is an hourly paid, non-exempt position.

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails.