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Job SummaryAdmin supportJob DescriptionJob Description Summary
This internship is designed to provide experience for a student interested in a wealth management career.
LOCATION
Tanner Building:
7167 S Center Park Drive
West Jordan, UT 84084
SCHEDULE
Part-time; Flexible
To be effective, an individual must be able to perform each job duty successfully.
Assisting in operational support on client accounts (calls, paperwork, maintenance)
Learning how to connect with members & branch employees
Learning how to prospect to members of the credit union
Learning the financial planning process
Observing advisor-client appointments
KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
EXPERIENCE
Have a strong interest in pursuing a financial planning/wealth management career
Exceptional interpersonal, communication, analytical and problem-solving skills
Excellent organizational skills and ability to multitask
Have some knowledge of financial markets and macro-level economic trends
Strong analytical skills
Highly inquisitive, focused and pro-active
Good judgment and discretion when working with confidential information
Education
High school diploma or equivalent
Currently attending an educational institution with an emphasis in
Wealth Management, Business, Finance or Financial planning or related field
Managerial Responsibility
Has no supervisory/managerial responsibilities
Language Skills
Must have the ability to read, understand and carry out instructions in written and oral form.
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently. Ability to stand, walk, kneel and crouch occasionally
Vision Requirements
Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusual environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
About Mountain America Credit Union
Mountain America Credit Union has more than $5.6 billion in assets and serves more than 600,000 members, wherever they are, through online and mobile banking, 86 branches in five states, and provides access to more than 30,000 ATMs and 5,000 shared-branching locations nationwide. With credit union roots dating back to the 1930s, Mountain America has become a tradition for many members, offering a variety of financial products and services for consumers and businesses, including savings accounts, auto loans, checking accounts, mortgage loans, business checking, student loans, SBA loans and retirement options.
About the Wealth Management
The Wealth Management team oversees $1.3 billion in member assets and nearly 20,000 accounts. Wealth advisors at Mountain America are dual employees of the credit union and LPL Financial. This approach gives our advisors the tools and training they need to help members plan for the future, while allowing them to maintain the great service they are accustomed to receiving from Mountain America. LPL is one of the nation’s leading diversified services companies and the largest independent broker-dealer, supporting more than 12,000 financial advisors and 750 financial institutions nationwide.
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Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
Mountain America Credit Union Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mountain America Credit Union and has not been reviewed or approved by Mountain America Credit Union.
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Healthcare Strength — Company materials indicate substantial employer-paid medical coverage with multiple plan options plus HSA/FSA access. Dental and vision are offered at low employee cost, and income-protection benefits like disability and life insurance are included.
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Retirement Support — A 401(k) with company match is available immediately upon enrollment. Feedback suggests retirement benefits are a dependable cornerstone of the package.
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Leave & Time Off Breadth — The program includes numerous paid holidays and PTO that increases with tenure for both full- and part-time staff. Feedback suggests vacation and holiday benefits are a relative strong point.
Mountain America Credit Union Insights
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What We Do
It may be our story, but it's all about you. Mountain America Credit Union first opened its doors in the 1930s with a commitment to guiding our members to achieve their financial dreams. Today, our essence—guidance—remains the focal point of our identity. It’s a purpose-driven identity to ensure that everything we do moves you safely along your journey. Call it a path, a trail, or simply a way through. Sometimes it's arrow straight. Other times it has unexpected twists and turns that require knowledge of the road ahead. From wherever you are to where you see yourself going, there is a clear way forward. It's life's financial journey, and we're here to guide you every step of the way. As your financial partner, we'll help outfit you with the tools for the journey ahead—like convenient, flexible products and services designed around how you really live, as well as sound, timely advice to help steer you around any obstacles. This is your journey. Let's begin together, right here. Equal Housing Lender. Insured by NCUA.
