Private Wealth Summer Intern

Your Role Here's what you will be doing: Partner with Financial Advisors to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation. Complete ad-hoc business projects. Focus on client service excellence, partnership, and communication training to provide an exceptional client experience. Participate in career management, mentorship, and one-on-one coaching to achieve professional success beyond the internship program. Engage in networking opportunities and social outings. Successful interns may have the opportunity to continue their career as a full-time Private Wealth Associate upon graduation. About You The company is looking for: Bachelor's degree candidates graduating between December 2027 and June 2028. Individuals demonstrating academic excellence with a cumulative GPA of 3.0 or better and strong leadership experience. Strong analytical and communication skills (both written and verbal) with an ability to build relationships. Accomplished team players who thrive in a rigorous and challenging environment. Client-focused and detail-oriented individuals with strong multitasking abilities who can work under pressure in a fast-paced atmosphere. Proficiency in Word and Excel preferred. Must be a U.S. Citizen or Permanent Resident. Availability to work full-time from June to August without conflicting academic classes or other employment. Successful completion of a thorough background check is required. Desired qualifications include relevant internship experience, coursework in finance and economics, and possession of the Security Industry Essentials (SIE) certification. Compensation & Benefits Base salary of $71,500.00. Potential additional compensation including commissions, year-end incentives, short- and long-term incentives, and department-specific awards. Health insurance coverage. Employee wellness program. Life and disability insurance. Retirement savings plan. Paid holidays, sick, and vacation time off. #J-18808-Ljbffr Thinklance LLP