Summary: The Wealth Management Intern assists the members of the Wealth Management team by providing administrative support and excellent project management skills. Primary Responsibilities: Participates in new client onboarding process Assists in data/statement gathering and understands financial planning Assists with preparing for client reviews and observes the prospecting process Exposure to back office Operations and Compliance Observes and assists Investment Team with proposal generation and due diligence Supports Marketing initiatives Special projects as assigned Preferred Qualifications: Currently enrolled in a Bachelor’s degree or MBA program Evidence of challenging curriculum and a minimum 3.0 GPA. Independent and original thinker Strong level of integrity with an entrepreneurial spirit Demonstrated interest within the investment management industry is preferred Intermediate knowledge of Microsoft Office applications – Excel, PowerPoint and Word For Illinois Applicants only: The expected hourly range for this position is $22 per hour