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.
- Creating investment portfolio presentations; work on Investment Policy Statements
- Learning to use the portfolio management system for clients’ investment accounts; track performance, evaluate for rebalancing; suggest rebalancing strategies
- 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.)
Requirements
- 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
- Availability to work 25-30 hour per week from early June through mid-August