Junior Project Manager Finance responsible for software solutions and project management in the public sector. Focused on digital transformation in public administrations with opportunities for career growth.
About the role
- Financial Advisor Intern working with clients to assess their finances and develop investment strategies. Engaging in hands-on experience in a respected wealth management firm.
Responsibilities
- Assessing clients' assets, liabilities, cash flow, tax status, and financial objectives to develop investment and financial planning solutions
- Evaluate client financial plans utilizing knowledge of investment and tax strategies and financial securities
- Performing recurring quality control procedures on account activity ensuring trades and money movements with appropriate custodians have taken place and distributions are provided to the clients
- Work with appropriate technology to prepare reports, including charts and graphs, to illustrate various recommendations and solutions to client specific matters
Requirements
- Pursuing a bachelor’s degree in finance, mathematics, economics, accounting or related field
- Strong interest in investments and economics
- Passionate about helping individuals and families reach their financial goals
- Detail-oriented leader with strong analytical skills
- Must be able to communicate effectively (both written and verbal)
- Academic success (a minimum cumulative GPA of 3.0)
- On track to complete requisite bachelor’s degree and willingness to complete additional coursework required to sit for the CFP exam OR on track to complete requisite bachelor’s degree from a CFP Board Registered Program, with the goal of successfully obtaining your CFP license
- Some experience at a brokerage, financial planning firm/practice or money management firm is preferred
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Disability and life insurance
- Flexible Time Off
- 401(k) plan
- Business-related travel expense reimbursement
- Lodging and meal reimbursement for business-related use
- Pension plan available for eligible administrative and paraprofessional staff
- Discretionary bonus plan available for eligible staff
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