Who we are:
AdvicePeriod is an SEC-registered investment advisor registered investment advisor dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come.
We are a team of financial entrepreneurs with a steeped history in pioneering wealth management. Our team previously built one of the largest independent advisory firms in the country and has come together to make history once again.
What you do:
You will assist and provide support to our advisory team by gathering data, reviewing, and generating performance reports, generating account applications, reviewing wires, trades, and transfers, and assisting with presentation and meeting materials. Our Summer Analysts will have the opportunity to learn the fundamentals of wealth management as it pertains to high-net-worth individuals and the day-to-day operations of a fast-growing registered investment advisor.
What you bring:
· Excel wizardry and proficiency in the entire Microsoft Office suite
· Proven academic and extracurricular track record
· Prior internship experience
· Self-motivated and independent yet exhibits a team player attitude
· Outstanding written and verbal communication skills
Applications are due by Friday, December 3rd. Late or incomplete applications will not be considered. All applicants must have completed three years of undergraduate coursework by the start of the program. Interns are required to work a minimum of 10 consecutive weeks. The program runs from June 6, 2022, through August 12, 2022. Exceptions are only made when the end of a school term or the beginning of a school term is impacted.
The interview process will consist of a phone call, a video conference, and an online assessment. Candidates will be selected and notified on a rolling basis through December 6th. Summer Analysts must pass the same background check as AdvicePeriod employees.
Please contact Alice Bitzer with any questions at email@example.com