Waldron Private Wealth (Waldron) is looking for a Wealth Planning Intern to take part in an Internship Program that is a multi-semester program in which students will have the opportunity to learn the wealth management industry and perform job functions across all departments. This role will help you develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities.
In this role you will:
- Develop a thorough understanding of the wealth management process for clientele, including financial planning and investment management responsibilities.
- Prepare a wide-range of client reports, including investment updates, investment portfolio analysis, cash flow projections, net worth reviews, tax analysis, and insurance reviews.
- Assist in the preparation of complex investment portfolio rebalancing decisions.
- Participate in associate team meetings, presenting a variety of topics.
- Research technical advisory issues and writing entries for internal-use wiki.
- Assist with research and writing firm publications.
- Provide administrative support to CSS, Operations, and Business Development on various requests including preparing mailings, faxing, emailing, filing, making copies, scanning docs, generating reports and other administrative related items as requested.
- Currently enrolled as an undergraduate or graduate student.
- Must be able to commit to the internship for multiple semesters.
- Must have reliable transportation to and from our office in Plymouth, MI.
- Ability to work a minimum of 15 hours per week during the school year and 35-40 hours per week during the summer months.
- Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Skills Required
- Currently enrolled as an undergraduate or graduate student
- Commitment to the internship for multiple semesters
- Reliable transportation to and from the Plymouth, Michigan office
- Availability for at least 15 hours per week during the school year and 35–40 hours per week during summer months
- Authorized to work for any employer in the United States without visa sponsorship
What We Do
Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. For each of our select engagements, we build a team of experts with experience in the financial disciplines best suited for your specific circumstances. Among the titles and certifications held by our team members are Certified Financial Planner®, CPA, Chartered Financial Analyst, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs.
