About the role#
This eight-week internship offers hands-on experience working alongside wealth management professionals, including Certified Financial Planners, Chartered Financial Analysts, and Certified Public Accountants. You will join client service teams to gain insight into how a Registered Investment Advisor supports high-net-worth clients. The program runs from early June through late July.
What you'll do#
- Collaborate with client service teams to support Wealth Managers.
- Prepare net worth and cash flow statements.
- Create customized financial plans and make recommendations regarding investments, insurance, and estate planning.
- Become proficient in financial planning software.
- Prepare long-term capital sufficiency analyses by inputting financial planning assumptions.
- Assist with client meeting preparation and observe client meetings.
- Participate in training sessions covering professional development, business development, and investment strategy.
- Prepare and present mock client meetings.
What you'll need#
- Working towards a bachelor’s degree in Finance, Accounting, or Economics.
- Proficiency in Excel and Word.
- Effective written and verbal communication skills.
- Ability to take initiative with good judgment and integrity.
- Strong capacity to maintain confidentiality.
- A collaborative mindset.
Location & details#
- Location: New York, New York.
- Term: Summer 2027.
- Modality: Hybrid.
- Employment type: Full-time intern.
- Compensation: Paid.
About Aspiriant
Aspiriant is an independent wealth management firm based in Los Angeles. The company is owned by its employees. It provides financial planning, investment management, and estate planning services to clients. The firm also offers tax management, philanthropy, and family office services.
How to get in at Aspiriant
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