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Wealth Management Intern - Roanoke, VA

CSP SUMMER INTERN

 
Summary Expectations
The Summer Intern is a temporary non-exempt position designed to provide practical work experience in different functional areas of the firm. The Intern will gain an understanding of asset management, client servicing, financial planning, marketing and branch operations that support these areas. The internship will be based in Cary Street Partners’ Roanoke, VA office.
 
The internship will be 30-40 hours per week.


Week 1-3 Asset Management

  • Focus on asset allocation and portfolio construction.
  • Participate in investment committee and manager research meetings.
  • Participate in equity research and related projects.


Week 4-7 Wealth Management

  • Focus on the client relationship, from account planning and reviews to ongoing maintenance, including trades, ACH transfers, wire transfers, service requests, and journals.
  • Assist in preparation for client meetings and learn process to prepare for an annual review.
  • Assist in financial planning for a sub-set of these clients


Week 8 Marketing

  • Support marketing efforts that enhance the company’s brand or promote our financial advisors.
  • Gain experience across mediums, including digital, social, and print.

Skills & Experience

  • Business or Finance student pursuing a bachelor’s degree.
  • Interest in financial planning and investment advisory services
 
Intern will spend time shadowing various personnel in the Roanoke office over the course of the summer to gain a broad understanding of the wealth management process.
 

Personal Attributes

  • Understanding of importance of and adherence to strict confidentiality requirements.
  • Curious with a passion for learning.
  • Collaborative team-oriented approach and strong communication skills.
  • Analytical mindset.
  • Excellent organizational skills and ability to work effectively on multiple projects.
  • Proficient in Microsoft Office Programs, especially Excel and Word

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United Stat