Wealth Management Intern Resume Samples

A Wealth Management Intern supports the private client group by shadowing the team and assisting with client service requests and special projects. A well-drafted Wealth Management Intern Resume mentions the following duties and responsibilities – supporting the private client group by shadowing the team and assisting with client service requests and special projects; working closely with the firm’s most experienced financial advisors, shadowing financial planning associates and financial planning associate manager, interacting with other team members and departments to provide excellent client service, and completing client and advisor requests and special projects as assigned.

Qualified candidates must have strong critical thinking skills, and work well individually and as a part of the team. They should have clear communication and detail-oriented skills. The ability to work in a fast-paced atmosphere is as well needed. Most of the interns are students pursuing their degree towards course work such as finance, wealth management, or business administration.

Wealth Management Intern Resume example

Wealth Management Intern Resume

Headline : Highly organized and detail oriented professional with extensive experience in data analysis and knowledge of financial service products.

Skills : Microsoft Excel, Managing Skills, Monitoring Skills.

Wealth Management Intern Resume Model

Description :

  1. Worked closely with an analyst and financial planners in developing, structuring, monitoring, and analyzing retirement portfolios.
  2. Participated in weekly presentations by corporate representatives explaining the details of their newest investment vehicles for advisors to choose from.
  3. Worked with the funds that Merrill Lynch was considering and by using resources such as Morningstar and Bloomberg, I was able to update fund averages and compare them to competitive funds as well as the Lipper average.
  4. Along with altering the asset allocations and presented the work for the financial advisors to approve of and make decisions.
  5. Operated the Merrill Lynch system to run quarterly performance reports in preparation for mailing and client meetings.
  6. Created PowerPoint's in preparation for financial advising presentations to companies and employees.
  7. Partook in weekly meetings to discuss various investment vehicles and strategies to best fit clients needs.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science In Finance


Wealth Management Intern Resume

Objective : Diligent team-player and effective office manager that regards challenges as opportunities and ascribes equal importance to all responsibilities.

Skills : Financial Services, Microsoft Excel.

Wealth Management Intern Resume Model

Description :

  1. Worked with a group of financial advisors, incorporating diverse client goals to generate investment strategies.
  2. Personally met with clients and the financial advisor to recommend portfolio strategy, including making pitches.
  3. Researched, analyzed and recommend mutual funds and equities.
  4. Submitted numerous class action documents against fraudulent companies on behalf of clients.
  5. Wrote detailed summaries of documents pertaining to the Academy and the betterment of U.S.
  6. Took the initiative to attend conferences and authored reports for Academy members.
  7. Operated Workstation to track transaction history.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts In Political Science


Wealth Management Intern Resume

Objective : Highly qualified Wealth Management Intern with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.

Skills : Intermediate Finance, Investment, And Management Information System. IT : Proficient - Microsoft Word, Power Point, Outlook, Excel; Experienced - Pro Series, Quick Book, Photoshop CS5 And Adobe Illustrator.

Wealth Management Intern Resume Template

Description :

  1. Independently gathered, organized, and performed financial analysis assignments and supported staff members with high priority projects such as writing market update report, preparing and analyzing cash flow projection.
  2. Monitored performance against budget, understanding reports and developed reports.
  3. Separately managed accounts, financial markets and all investment classes.
  4. Built detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures.
  5. Effectively performed valuation analyses using various methodologies including discounted cash flow.
  6. Assisted in monthly reporting to clients and their advisors in timely manner.
  7. Performed variety of financial analysis such as calculated growth rates; analyzed and compared the activity ratios of Asset Turnover, Account Receivable Turnover, Inventory Turnover, Total Asset Turnover, and profitability ratios such as Profit Margin, Return On Asset, Return On Equity.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor's In Accounting

Wealth Management Intern Resume

Objective : Enthusiastic, resourceful graduate of Georgia State University with an academic and professional background in finance. I am currently seeking a position with a prospective company where I can expand my experience and grow as an Analyst. Through my academic career I have completed coursework that is relevant to the duties of this position.

Skills : Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, Microsoft Access, SunGard, DST Vision, Oracle, Bloomberg Terminal.

Wealth Management Intern Resume Model

Description :

  1. Analyzed and recommended various investment products including annuities, REITs, BDCs, and Oil and Gas investments to management.
  2. Reconfigured clients' portfolios by evaluating and analyzing clients' current positions in investments and the stock market.
  3. Prepared PowerPoint presentations for senior brokers to explain to their clients in regards to investments, the stock market, and ideas to restructure their portfolios.
  4. Processed client financial background information necessary to create a financial plan by using SunGard Financial Software.
  5. Participated in the weekly intern conference, where firm executives advised on building a client base and gathering the necessary information to best meet the client's financial needs and goals.
  6. Evaluated clients current positions in IRAs, 401k's, 529 college plans and recommended ways to reallocate their money within these funds.
  7. Acted as client liaison for brokers to provide details on their current account balances, scheduled meetings with brokers, and see if they received checks.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BBA In Finance

Wealth Management Intern Resume

Objective : Wealth Management Intern is Experienced on-the-job training through real work engagements, showcasing how your academic experience translates to the professional environment, Participating in our intern orientation and training and development program designed to provide the tools needed to contribute to client engagements.

Skills : Quickbooks, Oracle, Portfolio Management, Money Management, Accounting, Financial Analysis, Cold Calling, Communication, Marketing Strategy.

Wealth Management Intern Resume Example

Description :

  1. Monitored expenses and revenues, reconciled delinquent accounts, and analyzed cash-flow statements.
  2. Created portfolio management files and conducted risk analysis in order to help reduce losses by offering different alternatives to existing investment methods.
  3. Performed financial analyses using for potential and current clients to create reports of findings and conclusions for client portfolios.
  4. Cultivated customer service skills.
  5. Implemented credit and financial statement analysis by assessing current assets versus liabilities for individual clients and corporations using NetSuite software.
  6. Facilitated the development of a marketing framework to attract targeted businesses and potential clients.
  7. Coordinated the development of project documentation plans; including project schedules, capital asset plans, risk management plans, communication schemes, and performance measurement plans.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
BA In Juris Doctor

Wealth Management Intern Resume

Headline : Wealth Management Intern with 6+ years of experience in Collaborating with experienced Associates, Seniors, Managers, and Partners with specialized experience and technical knowledge within the Wealth Management space, Building friendships and strong work relationships while gaining valuable experience, Demonstrating your performance and ability to join Baker Tilly as a full-time consultant.

Skills : Management, Event Planning, Powerpoint Presentations, Leadership, Microsoft Excel, Microsoft Office.

Wealth Management Intern Resume Format

Description :

  1. Learned the basics of how to use a Bloomberg station.
  2. Attended Weekly Meetings with Hong Kong Nomura.
  3. Daily checked on the stock markets (US, Europe, and Asia) and have a detailed explanation of what happened and the reason why.
  4. Discussed and come to conclusion with other interns about what happened with the recent global economy (euro debt crisis, U.S debt ceiling) and the impact it can have on the markets.
  5. Analyzed and evaluated the value chain of a product and identified which is the most profitable company, overall.
  6. Gave a presentation to RM's, Product Manager and etc; about the tablet industry and consider which company would be the best choice; using techniques of fundamental and technical analysis.
  7. Brought in over $3 million in net new assets.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master's

Wealth Management Intern Resume

Headline : Seeking a Wealth Management Intern position in which I can utilize my customer service, communication, and client satisfaction skills, financial and insurance experience, and build a stable foundation to grow with the company into office management.

Skills : Excel, Financial Analysis, Accounting, Financial Reporting.

Wealth Management Intern Resume Sample

Description :

  1. Learned proper distribution of equities for client portfolios.
  2. Created income portfolios of high yielded equities.
  3. Analyzed prospective clients' investing and planning needs in order to identify and communicate suitable investment vehicles for retirement, education, and tax planning purposes.
  4. Used cash flow analysis tools such as a Monte Carlo retirement analysis and Social Security calculators to assist in developing recommendations.
  5. Operated a wealth outlook program that portrayed the investor's path to reach the final goal.
  6. Corresponded with and cold-called prospective clients about seminars regarding asset allocation, CDs, options, and IRA conversions.
  7. Participated in conferences and meetings centralized around general investments, and current market updates.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Business Administration

Wealth Management Intern Resume

Objective : Organized, detail-oriented marketing graduate seeking a full-time marketing sales position in Chicago. Energetic team player motivated towards achieving set goals and deadlines. Exceptional problem solving and interpersonal skills.

Skills : Microsoft Excel, Economics, Statistics, Finance.

Wealth Management Intern Resume Template

Description :

  1. Utilized Morningstar Analyst and additional tools to conduct market research and assist in-stock selection with Senior Advisor.
  2. Updated and populated CRM database with current account information.
  3. Conducted a MailMerge to send mailings to two hundred clients across the country.
  4. Prepared financial portfolio analysis for clients using Microsoft Publisher and Morningstar Investment Portfolio.
  5. Calculated client's fees on the following funds: Alliance Bernstein, BlackRock, and PIMCO.
  6. Calculated client's fees on the following alternative investments: Neuberger Berman, Duff & Phelps, and WP Carey REIT.
  7. Conducted weekly statistical analysis on aggregate portfolios regarding weighted-returns, volatility, beta, VaR, and Sharpe Ratio for performance assessment and loss forecasting.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science

Wealth Management Intern Resume

Objective : Optimistic and driven professional, who attacks obstacles with passion and purpose. Major strengths include but are not limited to, organization, strategic thinking, planning, leading others, and supervision. Additional skills include decision-making, problem-solving, and team building. A dependable, competitive, and organized individual who communicates effectively via strong written and oral skills.

Skills : Microsoft Office, Forecasting.

Wealth Management Intern Resume Format

Description :

  1. Supervisor; Victoria Lethbridge (585-899-2563) Served as a client associate in order to facilitate calls and client needs.
  2. Gathered, compared, and analyzed investment research data for financial advisors and clients.
  3. Created reports and made presentations for financial advisors to present to clients.
  4. Recorded their expected financial objective and constraints and generated an assessment profile.
  5. Reviewed available investment products daily and briefed the manager with a focus on different financial features of the products.
  6. Utilized Excel pivot tables, solver, and what-if sensitivity analysis to simulate market scenarios and leveraged CAPM model to derive efficient allocations for given assets.
  7. Researched and identified target undervalued equities and collected data from Bloomberg for backtesting and performance forecasting.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Arts

Wealth Management Intern Resume

Objective : Seeking a Wealth Management Intern position with a company to utilize solid financial planning and forecasting knowledge to improve the company's financial status.

Skills : Financial Services, Budgeting, Financial Analysis.

Wealth Management Intern Resume Format

Description :

  1. Identified different high-performing and undervalued companies through valuation analysis, culminating in weekly stock pitches aimed to persuade the CEO of potential longing and shorting strategies for particular equities.
  2. Acted as a Wealth Manager to convince mock client (CEO) to undertake a specific strategy for their portfolio, establishing a 50/50 stock to bond ratio, and no more than 10% in each investment to ensure optimal diversification.
  3. Developed simulated client portfolios on the eMoney Pro Wealth Management Software valued at over $2 Million for presentation to real clients, and reviewed existing client portfolios each week.
  4. Selected to attend CEF and Global ETF Forum to hear keynote speakers evaluate CEF and ETF products and trends.
  5. Produced Special Projects: Electronic Press Kit (EPK), marketing CEO to companies such as FOX Business, CNN, and IPO Calendar designed to keep CEO updated on most recent IPOs.
  6. Soliciting potential new clients over the phone.
  7. Utilize Microsoft Excel spreadsheets to manage, update and organize potential clients and current clients.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
B.S. In Finance