Intern

Your role

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a
fast-paced, client-focused work environment, an internship may be the right fit for you.
We welcome interns to become a part of our team. You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and
establish a network of mentors and business contacts. You'll leave with a lot more than a job listing on your
resume.
 work on projects that have real impact on clients
 support our team of wealth management experts
 attend presentations by WMA leaders to help you understand our industry, culture and strategy
 gain product knowledge from internal and external partner sessions to support your team
 plan team marketing events and material
 assist with the responsibilities of running an entrepreneurial business model

Your team

You’ll be working within a WMA branch office in New York where we provide advice-based solutions. Our financial advisors deliver a fully integrated set of products and services specifically designed to address the needs of
ultra-high net worth and high-net worth individuals and families.

Your expertise

• Ideally enrolled in a two- or four-year college or university. In particular, you have:
• a balanced resume which includes solid academic performance and campus involvement
• a genuine interest in exploring the field of Wealth Management

We’d like to see evidence that you can:
• analyze a problem, produce ideas, and come to a decision
• take ownership, be organized, and can execute
• be detail-oriented and can stick with a task and follow instructions
• communicate well and work within a team
• show good judgement