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About the Role
As a Wealth Management Intern, you will gain exposure to financial planning, client service, and investment support. You’ll assist with research, data entry, report preparation, and administrative tasks that support our Wealth Advisors — all while shadowing experienced team members. You’ll also participate in community service opportunities and have access to learning and professional growth workshops.
Responsibilities
- Learn how to prepare financial reports and planning documents through guided, hands-on experience.
- Learn how client data is gathered, organized, and used to support account management.
- Perform market or product research as directed.
- Shadow Wealth Advisors to become familiar with daily workflows and processes.
- Participate in community service initiatives.
- Take on meaningful assignments supporting client service.
- Attend learning and professional development workshops.
Requirements
- Actively pursuing a Bachelor’s or Master’s degree.
- Strong attention to detail and comfort working with numbers.
- Excellent written and verbal communication skills.
- Proficiency with computers and willingness to learn financial tools.
- Proactive attitude and desire for professional growth.
Skills
- Financial planning
- Client service
- Investment support
- Research
- Data entry
- Report preparation
- Administrative tasks
- Market research
- Product research
- Financial reports
- Financial planning documents
- Client data management
- Account management
- Computer proficiency
- Financial tools
Location
- Poughkeepsie, NY
Work Type
- Internship
- Part-time
Experience Level
- Intern
Education Level
- Bachelor's degree
- Master's degree
Salary/Compensations
- $19.23 Hourly
Benefits
- Competitive Pay
- Mentorship + Support
- Professional Development
- Collaborative learning and growth
- Community Service Opportunity
About the Company
- Marshall+Sterling Offices