Wealth Management Summer Internship

Pbmares Fairfax , VA 22038

Posted 6 days ago

We are seeking a Summer Wealth Management Intern for our fee-based financial planning and wealth management division with locations across Virginia and Maryland. PBMares Wealth Management is a full-service provider specializing in customized investment management and financial planning for high net worth individuals, retirement plans, not-for-profit organizations, endowments, corporations and institutions. This intern will learn the basics of working for an RIA under the tutelage of Certified Financial Planners in our Fairfax, VA office.

Our Summer Internship Program is a part-time (25-30 hours per week), ten week program that runs from the early June to the middle of August.

What You Will Learn:

  • Creating investment portfolio presentations; work on Investment Policy Statements

  • Data entry and analysis into financial planning or investment management software

  • Managing the paperless office system (i.e., scanning, shredding, appropriate handling)

  • Learning to use the client data management system for updating client accounts

  • Other responsibilities (i.e., Excel, research, tax planning, cost basis research, mutual fund analysis, investment research, compliance, firm performance metrics, software research, etc.)

What We Require:

  • Must be a Junior, Senior, or recent graduate with a Finance major or related degree

  • GPA of 3.0 or higher

  • Excellent verbal and written communication skills

  • Proficiency in MS Office Suite

  • Reliable transportation for social events and client visits

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

This contractor and subcontractor shall abide by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.

Must be authorized to work in the United States permanently without the requirements of sponsorship at any point in the future.

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Wealth Management Summer Internship