Platt Wealth Management is a fee-only advisory firm providing personalized financial planning and custom investment management. We are a close-knit, expert team of professionals who take the time to really get to know our clients and ask the questions that help families think about goals and dreams they never thought possible. We are looking to welcome a dedicated and passionate candidate who would like to help clients achieve their financial goals.
Open Position: Financial Services Intern
We are an equal opportunity employer.
- 6-month internship with potential for full-time employment as a Financial Advisor Associate or Client Service Associate.
- $16.50 per hour 30-40 hours per week.
Selected candidates may be required to pass a drug test, credit and background check and may be asked to complete personality and/or competency tests.
Your Daily Impact
Manage client requests, account maintenance, and new client onboarding, including custodial management processes. Learn how to use DocuSign and Redtail CRM. Learn how to work with Schwab and TD Ameritrade.
Manage our CRM system, including archiving meeting notes, client requests, and paperwork. Learn about compliance requirements in our industry.
Confirm daily trades and documenting confirmations. Understand how the trading process works.
Organize digital delivery of monthly and quarterly client reports. Help create spreadsheets and lists for quarterly billing. Assist with billing audits. Find out more about the operations and how a small RIA works.
Answer the phone, setting, and confirming appointments with clients. Prepare and maintain (digital-Go-to-Meeting) conference room, greet clients, and ensure their comfort. Order supplies, keep (home) offices stocked. Filing and shredding as needed. Get to know clients and anticipate their needs.
Learn new industry-specific software such as Redtail, eMoney, Morningstar, and Sharefile. Troubleshoot printer, phone, and IT issues as needed.
Participate and assist in marketing and new business initiatives.
Learn from a dedicated and helpful team
Pull up existing client portfolios, review investments and generate reports in preparation for client meetings. Assist with preparing quarterly reports and performance data for digital distribution. Learn new RIA specific software.
Compile investment data. Assist with the financial planning process.
Work with Marketing to create and implement digital marketing campaigns.
Developing and implementing client service CRM workflows.
Prepare meeting agendas, work with advisors to compile the appropriate meeting topics, reports and slides for each client.
Are we a fit for you?
We love our work even on tough days because we know we make a positive impact and we see that in new growth from customer referrals. We enjoy creative problem finding and solving. We know follow-through, consistency and professional, attentive communications are key components for good customer service. If you got excited reading about this internship, then please take a look at the skills and experience we think are important for success in this role:
Bachelor’s degree (preferred) or in the final semester of college (graduating Spring 2021).
Experience in client services or a sales position.
Client relationship and “service first” orientation.
Strong technological skills. Highly computer literate with familiarity in Windows, Excel, Outlook, and Word.
Organized, with close attention to detail.
A champion of the firm’s values, vision, and culture.
Self-motivated, mature, and ethical.
A desire for mentorship and advancement in investment management, financial advising, or RIA operations.
How can we help you grow your career?
Please submit a cover letter along with your resume detailing your interest in financial services, your two to five year career plan and how we can help you achieve your goals. You can also find us on Linked In and submit your resume via Linked In.
Knowledgeable and expert.
