Linscomb Wealth is looking for interns to assist wealth planning and analyst teams, providing them with real-world project experience and exposure to various departments. The goal is to assess their interest in wealth management and identify potential full-time hires.
Requirements
- Proficient with Microsoft Word and Excel.
- Experience with CRM Database, Document Management software, eMoney or other Financial Planning software is a plus.
Responsibilities
- Assist analysts and wealth planners with the development of cash flow models, related financial analyses, recommendations, and action plans around all areas of the financial planning process for clients and prospective clients, including retirement planning, education funding, investment policy, estate planning, insurance and asset protection, income tax planning, employee benefits, concentrated wealth, charitable strategies and other items that impact a client’s or prospective client’s financial goals.
- Participate in brainstorm meetings to discuss client situations, planning opportunities and investment recommendations.
- Work with the wealth planning team and other members of the firm to help develop and document firm best practices.
- Help research ideas and prepare materials for presentation and discussion at various firm meetings.
Other
- Pursuit of a bachelor’s degree (B.A. or B.S.) from four-year college or university, with a degree in Financial Planning, Finance, Accounting, or other business-related degree.
- No prior professional work experience is required. Industry related internship experience is a plus.
- Proactive and strong work ethic.
- Ability to multitask, prioritize and meet deadlines.
- Professional appearance and demeanor.
- Ability to work well in a team environment.
- Regular and reliable attendance
- Works cooperatively with others
