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Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, creating customized planning templates, researching financial topics, managing documents, and assisting with firm initiatives. The intern applies foundational knowledge of investments, insurance, estate planning, taxes, and financial planning while maintaining confidentiality, professionalism, organization, and strong client service.

Supports wealth management and financial planning teams by preparing client presentation materials, financial projections, net worth statements, cash flow reports, budgets, and planning summaries. Reviews and analyzes client information related to retirement, taxes, insurance, estate planning, gifting, and education. Researches financial planning topics, manages documents, assists with customized meeting templates, and contributes to firm initiatives while maintaining professionalism, confidentiality, and accuracy.

Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, researching planning topics, creating customized planning templates, managing documents, and assisting with firm initiatives. The role requires strong organization, communication, analytical skills, attention to detail, confidentiality, and familiarity with financial planning, investment, insurance, estate planning, and tax concepts.

Supports wealth management and financial planning for high- and ultra-high-net-worth clients. Responsibilities include preparing client presentation materials, analyzing financial information involving retirement, taxes, insurance, estate planning, and education, researching planning topics, creating customized planning templates, managing documents, and assisting with firm initiatives. Requires strong organization, communication, analytical ability, confidentiality, client service, and Microsoft Office proficiency.

Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, creating customized planning templates, researching planning topics, managing documents, and assisting with firm initiatives. The role requires strong organization, communication, analytical ability, confidentiality, client service, and familiarity with financial planning, investments, insurance, estate planning, and taxes.

Supports wealth management advisors by preparing client presentation materials, financial projections, net worth statements, cash flow reports, budgets, and planning summaries. Reviews and analyzes client information related to retirement, taxes, insurance, estate planning, gifting, and education. Assists with customized financial planning templates, research, document management, and departmental projects while maintaining professionalism, confidentiality, and strong client service.

Supports wealth managers by preparing client presentation materials, financial projections, cash flow reports, budgets, and planning summaries. Reviews and analyzes information related to retirement, taxes, insurance, estate planning, gifting, and education. Assists with customized planning templates, financial research, document management, and departmental projects while maintaining confidentiality and high client service standards.

Supports technology strategy and roadmap execution through cross-functional initiative management, KPI tracking, executive communications, budgeting, vendor coordination, governance, workforce planning, data enablement, and M&A technology integration. Partners with technology, finance, data, Salesforce, and Addepar teams to improve operational alignment, reporting, platform adoption, and post-acquisition integration.

Prepare financial plans and preliminary recommendations for Wealth Advisors by collecting and analyzing client financial data. Create visuals, perform tax, estate, insurance, charitable and college planning, monitor and rebalance portfolios, handle operations (wires, journals, account openings), conduct investment research, maintain CRM workflows, and support the Wealth Planning Team in client meetings and portfolio recommendations.

Generate and distribute billing statements, manage accounts receivables, and maintain billing data accuracy while providing revenue reports to leadership.