Summer Internship (June 2017)
TrueWealth is a fee-only SEC registered investment adviser with more than $1 billion of investment assets that develops comprehensive wealth management strategies for affluent individuals and families.
We are currently seeking rising seniors for our 2017 summer internship. This individual should exemplify TrueWealth’s core values of integrity, excellence, caring, optimism, balance, and accountability.
The TrueWealth internship combines classroom and on-the-job training with real-world financial planning experience. The program covers TrueWealth’s career path plan in depth to provide the intern with a firm grasp of TrueWealth’s financial planning process and approach to client service. During his or her tenure at TrueWealth, the intern will:
- Learn basic functions for TrueWealth’s portfolio management and CRM software.
- Be paired with a coach who will delegate tasks and responsibilities including: email correspondence, maintenance of client relationship records, cost basis projects, client meeting preparation & scheduling, balance sheet management, and financial plan preparation.
- Participate in a weekly lunch with TrueWealth advisors.
- Participate in live advisor & client conference calls.
- Meet with coaches at the end of every week to discuss and document the applicability of education and learning opportunities with the financial planning process, as outlined by the CFP® Board.
Qualifications for the ideal candidate:
- Pursuing a bachelor’s degree in Financial Planning, Business Finance or Accounting.
- Internship experience with a registered investment advisor, brokerage firm, bank or similar financial firm (preferred).
- Strong technical aptitude.
- Strong business communication skills.
- Effective listener who contributes solid ideas.
- High-Quality Control standards.
- Team player able to work effectively with staff members at all levels.
- Punctual – both in work performance and work hours.
TrueWealth consistently ranks as a Best Place to Work in Atlanta and Georgia and recently received the distinguished honor of being recognized nationally as a Best Small Workplace by Great Place to Work and Fortune this year. It also received the ranking of #4 in the nation for Best Workplaces in Financial Services and Insurance by Great Place to Work and Fortune in 2016 and #1 Best Place to Work for Women by Great Place to Work and Fortune in 2015. We also offer excellent benefits including medical, dental, disability and life insurance coverage as well as a generous allowance for paid time off and holidays.