Private Wealth Management Summer Internship

18$

Формат работы

onsite

Тип работы

fulltime

Грейд

trainee

Английский

Страна

Вакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:

TL;DR

Private Wealth Management Summer Internship (Financial Planning/Wealth Management): Supporting client service, financial planning, and advisory activities through real-world projects, client meeting exposure, and collaboration across wealth management teams with an accent on relationship building, investment exposure, and holistic client service. Focus on preparing client presentations, learning how teams coordinate across investments, tax planning, operations, and impact work, and developing practical skills for a future career in wealth management.

Location: Boston, MA; on-site, in-office Monday through Friday, up to 40 hours per week

Pay: $18.00 per hour, with potential for college credits if applicable

Company

hirify.global is a purpose-driven registered investment adviser focused on helping clients align their wealth, passion, and purpose through a Personal CFO approach.

What you will do

Observe client meetings and participate in team preparation meetings.
Complete a mock client presentation simulating a real-world advisory experience.
Contribute to projects across investments, impact, marketing, operations, tax planning, and MESI.
Collaborate with interns and teammates across the firm through projects, presentations, and discussions.
Build an understanding of how teams collaborate to deliver a holistic client experience.
Participate in volunteer opportunities, team outings, committee events, and firmwide activities.

Requirements

Be on track to graduate with a bachelor's degree between December 2027 and June 2028.
Be available from June 14 through August 5, 2027, and work up to 40 hours per week in the office.
Be authorized to work in the United States without employment visa sponsorship, now or in the future.
Demonstrate curiosity about financial planning, wealth management, and helping clients achieve their goals.
Show strong communication, relationship-building, collaboration, organization, attention to detail, and accountability.
Demonstrate initiative, resourcefulness, coachability, and a commitment to continuous learning.

Culture & Benefits

Receive ongoing coaching, feedback, and support from experienced professionals.
Participate in career development programming and explore future opportunities.
Collaborate with teammates across the firm and build relationships across different areas of wealth management.
Participate in community volunteering and activities focused on inclusion, equity, and respect.
High-performing interns may be considered for a full-time Analyst position after graduation.

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