Wealth Management Intern

About the role

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you.

You’ll be working for a dynamic team in the Cleveland Branch office where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of ultra-high net worth and high-net worth individuals and families.

Job Reference #: 344766BR | Location: Cleveland

Responsibilities

• Work on projects that have real impact on clients
• Support our team of wealth management experts
• Attend presentations by WMA leaders to help you understand our industry, culture and strategy
• Gain product knowledge from internal and external partner sessions to support your team
• Plan team marketing events and material
• Assist with the responsibilities of running an entrepreneurial business model

Requirements

You need to be enrolled in a two or four year college or university.

• Balanced resume which includes solid academic performance and campus involvement
• Genuine interest in developing a career in Wealth Management
• Positive with a can‑do approach

Skills

• Analyze a problem, come up with ideas and make a decision
• Show good judgment
• Plan, organize and make things happen
• Communicate well and work within a team
• Stick with a task

Examples of relevant experience: participation in team sports, organizing a volunteer project, taking