Financial Planning Internship
Financial Planning Internship
With
QuantumView Wealth Management
Powered by
Ameriprise Financial
Start Date: JUNE 2024
Job Description:
Part-time internship position with potential for future full-time employment with an Ameriprise Private Wealth Advisory practice. Your role will be integrated into all aspects of our practice, ranging from investment analysis, financial planning tools/strategies as well as client service – all at the highest level.
Responsibilities:
- Assist in preparing financial plans and investment analysis.
- Help with client meeting preparation and meeting follow up action items.
- Support our Financial Planning Specialist and Operations Manager on a day-to-day basis.
- Filing and organizing.
Requirements:
- Highly motivated with an outgoing personality.
- Must be mathematically competent with superb writing skills.
- Must have strong ability to multi-task and prioritize job activities.
- Proficient in Microsoft Excel and other Microsoft Office tools.
- Must be energetic, organized, with strong interpersonal communication and analytical skills.
Compensation: Based upon level of experience
How to Apply: E-mail resume and cover letter to:
Elissa Levy
Subject Line: Internship