Wealth Management Intern
Contact: Lorice.Strem@ampf.com
***After applying on Handshake, please email Lorice Strem (Lorice.Strem@ampf.com) to confirm that you will be available in-person at our Vacaville office for the full 6-month duration of the internship AND that you will be available for a minimum of 12 hour per week throughout the entire internship. Remote work is NOT possible due to the hands-on nature of the training. Thank you.
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 team 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
Typing speed of 60 WPM
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 or recent graduate
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
***After applying on Handshake, please email Lorice Strem (Lorice.Strem@ampf.com) to confirm that you will be available in-person at our Vacaville office for the full 6-month duration of the internship AND that you will be available for a minimum of 12 hour per week throughout the entire internship. Remote work is NOT possible due to the hands-on nature of the training. Thank you.