Financial Planning Intern


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Altfest Personal Wealth Management has a unique opportunity for an Intern to contribute to the day-to-day responsibilities in a highly regarded wealth management firm. Working part-time, you will support our Financial Advisors in the areas of Wealth Management and Investment Research.

As a member of the firm’s Client Teams, you will assist our Financial Planners with tasks including:

  • Creating and preparing presentation materials for meetings with clients
  • Maintaining client and investment data
  • Creating investment proposals for new clients
  • Performing Investment Research using Morningstar and Bloomberg
  • Reviewing and updating client information for the financial planning process
  • Supporting various business development initiatives
  • Assisting with Financial Plans and projections

Desired Skills and Qualifications

  • Interested in pursuing a career in Financial Planning and Wealth Management
  • Computer savvy with experience using Excel
  • Minimum grade point average of 3.5, impressive standardized test scores
  • Detail-oriented, organized
  • Self-starter, takes initiative
  • Ability to multi-task and prioritize work to meet deadlines
  • Possess strong interpersonal communication skills
  • Desire to support actions that are in the best interest of the client
  • Strong sense of responsibility with a positive “can do” attitude
  • High energy level, self-motivated with a strong sense of urgency
  • Effective team player with a high level of integrity

Submit your application below, or click here to e-mail Holly Goldin.

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