Summer Analyst - Wealth Planning
$72,800–$72,800 year
On-siteNew York City, New York, United States or New York, United States
Job Summary
Gather extensive financial information to drive plan creation, enter client data into planning software, and schedule materials for client meetings. Leverage financial data to identify solutions for client needs, engage specialists to deliver those solutions, and monitor plan changes on a consistent basis. Create and maintain client spending analysis reports, review estate planning documents to map client flows, and help identify AI efficiencies in deliverable production. This ten-week summer internship within the Global Family Office Wealth Planning Center offers mentorship, weekly speaker series, and round table discussions on current events for projected 2028 graduates.
Required Qualifications
- Projected 2028 graduates
- Good standing at the school
- Interest in the financial services industry
- Eagerness to learn and make an impact
- Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
Desired Qualifications
- Enthusiastic and positive approach to problem-solving and client service
- Eagerness to learn new and evolving complex topics
- Proactive communication
- Takes ownership of assigned work and strives to understand not just the 'what,' but also the 'why' behind it
- Strong organization skills and the ability to multitask and reprioritize within tight deadlines
- Strong collaboration and partnership skills
- Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
- Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way
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