Financial Planning Internship
This internship will give you an insider view of what it takes to be a financial advisor and how a successful practice operates. It is an opportunity to develop your skills, gain experience, and explore the financial industry. Our team creates a supportive environment where every individual is encouraged to grow in their career.
About Us:
Chai, Wei and Associates Wealth Management is financial advice practice that offers a holistic, personalized approach to financial planning. Our top priority is helping our clients achieve their financial goals, and we have been accomplishing this for more than 30 years.
Our practice operates as a franchise of Ameriprise Financial, so joining our team means you get the best of both worlds: being part of a dynamic, close-knit team as well as having access to corporate resources and career opportunities. Ameriprise is a trusted financial firm and longstanding leader in financial planning and advice. It is a Fortune 500 company and has been helping people build confident financial futures for 130 years.
Check out our practice website!
https://www.ameripriseadvisors.com/team/chai-wei-and-associates-wealth-management/
Primary Responsibilities (training provided)
- Attend client meetings and take notes on important details
- Compose transaction sheets to process after meetings
- Process and follow up on account paperwork, set up/open/close client accounts, maintain client files and records, general account maintenance and generate appropriate statements and reporting
- Prepare client reporting and meeting documentation when needed
- Answer client questions and provide readily available information
- Assist advisors in ad-hoc projects as needed
Required Skills
- Strong sense of integrity; discretion and confidentiality are essential
- Strong sense of operational and risk compliance
- Attention to detail
- Technology proficiency; proficient in Microsoft office applications and ability to learn other software and technology
- Client service orientation
- Self-starter, takes initiative and follows through; a can-do approach to problem solving
- Analytical skills
- Team player, collaborative, works well with others
- Time management and organizational skills; ability to juggle competing tasks and demands
- Ability to follow instructions
Qualifications
- Current student
- Typing speed of at least 50 wpm
Experience (preferred, but not required)
- Experience in office environment
- Experience using CRM/Salesforce and/or other firm specific databases
Job Type: Part time (12-30 hours per week, flexible based on applicant’s availability)
Duration: 6 months, with potential to transition to permanent position
Compensation: $16 - $20 per hour (based on experience)
Location: Vacaville, CA
Contact: Lorice.Strem@ampf.com