Wealth Management Intern

Overview: We are seeking an intern to join our growing firm. The internship is for class credit only. The student filling this position will handle a wide range of duties.

Duties & Responsibilities:

Duties and responsibilities may include, but are not limited to:

·     Data entry

·     Filing

·     Assist with account opening and maintenance

·     Assist with servicing clients

Additional Opportunities:

·     Will have the opportunity to participate in team meetings and learn from the financial advisors and their staff.

·     Will have the opportunity to participate in and learn from the creation of financial plans, investment proposals, and market research.

·     Will have the opportunity to work with and learn from clients in many different roles in the music industry including artists, songwriters, managers, and publishers.

Requirements:

·     Currently pursuing a bachelor’s degree in music business, business administration, finance, or accounting.

·     Proficiency in Microsoft Office programs

·     Strong attention to detail

·     Ability to multi-task

·     Self-starter

·     Willingness to learn