Summer Intern

1 week ago

india Pyxai, Inc. Full time
Job Description

OVERVIEW

Join a financial advisory firm with a goal to be one of the most admired advisory firms serving high-net-worth individuals in NYC. They combine in-house investment management and wealth management expertise to build long-term relationships with its clients.


POSITION DESCRIPTION

  • Gain experience working in a professional environment

  • Learn how to strategize/problem-solve in a team environment to help clients achieve financial goals

  • Experience what it is to play a critical role in promoting client loyalty and a world-class client experience

  • Develop relationships with potential mentors, who are leaders in the wealth management field

  • Reports to: Financial Planning Manager

  • Job Level: Non-Exempt


JOB SUMMARY

The Wealth Management Intern supports the private client group by shadowing the team and assisting with client service requests and special projects. This individual must have strong critical-thinking skills and work well individually as well as part of a team. A qualified candidate is a clear communicator, is detail-oriented, has a high degree of follow-through, handles multiple tasks efficiently, and thrives in a fast-paced working environment where each day is different. The ideal candidate will be exposed to a variety of financial topics including but not limited to, cash flow, analysis, retirement planning, insurance and risk management, and education planning.


RESPONSIBILITIES

  • Works closely with the firm’s most experienced Financial Advisors

  • Shadows Financial Planning Associates and Financial Planning Associate Manager

  • Interacts with other team members and departments to provide excellent client service

  • Completes client and advisor requests and any special projects as assigned by manager

  • Helps to schedule client meetings and prepare meeting presentations

  • Inputs data into financial planning software

  • Data entry into Advisor CRM

  • Answer phones


Requirements QUALIFICATIONS & SKILLS

  • Enrolled college student (Junior/Senior)

  • Proficient in MS Office

  • Cooperative spirit and drive; Ability to work independently but also in a team

  • Excellent communication, organizational, interpersonal skills, and good phone etiquette

  • Strong attention to detail and ability to follow through on projects effectively

JOB-MATCHING

Not the position you were looking for? 

Pyxai has launched a job matching service that will get you in front of employers and land you a job with competitive pay, amazing benefits, and positive working culture. Upload your resume and take a 20-minute video interview for a position of your choice and we will submit your profile to our partner employers. One application, multiple offers – get started today

Our clients pay us, so your application is free.


Requirements
QUALIFICATIONS & SKILLS Enrolled college student (Junior/Senior) Proficient in MS Office Cooperative spirit and drive; Ability to work independently but also in a team Excellent communication, organizational, interpersonal skills, and good phone etiquette Strong attention to detail and ability to follow through on projects effectively JOB-MATCHING Not the position you were looking for? Pyxai has launched a job matching service that will get you in front of employers and land you a job with competitive pay, amazing benefits, and positive working culture. Upload your resume and take a 20-minute video interview for a position of your choice and we will submit your profile to our partner employers. One application, multiple offers – get started today Our clients pay us, so your application is free.

  • Summer Intern

    2 weeks ago

    India Falcon Exhibitions Pvt. Ltd. Full time

    Company Description Falcon Exhibitions Pvt. Ltd. is India's premier International B2B Trade Promotion and Exhibitions Company headquartered in New Delhi. With a pan India presence, Falcon organizes a wide range of B2B meetings, trade shows, exhibitions, and trade promotion activities across various business domains including IT Software & Cyber Security,...

  • 2025 | India, Bengaluru | Global Investment Research | Summer Analyst

    5 days ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    About the program Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree. You will be fully immersed in our day-to-day activities. As a participant, you will: Attend orientation where you’ll learn about our culture, as well as the benefits and responsibilities of being a member of the firm...

  • Summer Intern

    1 week ago

    India Edficacy Full time

    Company Description:Edficacy is on a mission to reduce student workload by optimizing efficiency in learning and minimizing study time.Get chance to work with one of the most exciting EdTech startups.Roles:Edficacy is hiring interns for a number of positions:Client facing Marketing roleSocial Media MarketingMath, English, Economics content development for...

  • Summer Intern

    1 week ago

    india Edficacy Full time

    Company Description: Edficacy is on a mission to reduce student workload by optimizing efficiency in learning and minimizing study time. Get chance to work with one of the most exciting EdTech startups. Roles: Edficacy is hiring interns for a number of positions: Client facing Marketing role Social Media Marketing Math, English, Economics content...

  • Textile Design Intern

    2 weeks ago

    India Sootee LLC Full time

    About the Position­­ A New York based home and lifestyle brand is looking for textile design interns for Summer 2024 based out of India (Exact dates are dependent on your availability and our needs.) Qualifications Bachelor's degree required in any of the following majors: surface/textile/print/fashion/graphic design Are a current college and / or...

  • Gbl Summer Internship Program-field

    1 week ago

    India Good Business Lab Full time

    **About Us**: **Good Business Lab **(GBL) is an independent, non-profit labor innovation company. We use rigorous academic research to prove that worker wellbeing programs have business impacts. We develop market-ready, scalable interventions that benefit both workers and businesses. Our goal is to disrupt the traditional notion of business, and show that...

  • Textile Design Intern

    4 weeks ago

    India Sootee LLC Full time

    About the Position­­A New York based home and lifestyle brand is looking for textile design interns for Summer 2024 based out of India(Exact dates are dependent on your availability and our needs.) QualificationsBachelor's degree required in any of the following majors:surface/textile/print/fashion/graphic designAre a current college and / or university...

  • Textile Design Intern

    4 weeks ago

    India Sootee LLC Full time

    About the Position­­ A New York based home and lifestyle brand is looking for textile design interns for Summer 2024 based out of India (Exact dates are dependent on your availability and our needs.) Qualifications Bachelor's degree required in any of the following majors: surface/textile/print/fashion/graphic design Are a current college and / or...

  • Gbl Summer Internship Program-finance

    2 weeks ago

    India Good Business Lab Full time

    **About Us**: **Good Business Lab **(GBL) is an independent, non-profit labor innovation company. We use rigorous academic research to prove that worker wellbeing programs have business impacts. We develop market-ready, scalable interventions that benefit both workers and businesses. Our goal is to disrupt the traditional notion of business, and show that...

  • KR7045 - International School in Ilsan, Gyeonggido / ASAP, August. 2024

    1 week ago

    india ESL Consulting - SeoulESL Full time

    Job Description School Type : Reputable Private International SchoolLocation : Ilsan City, Gyeonggi-doStarting Date : ASAP by 22nd of August 2024Teaching Age Group :  Elementary or Middle School StudentsFor High School: will be teaching MathematicsFor Middle School to High School: will be teaching Geography, World History, Economics, Civics, US HistoryFor...

  • Software Engineer Intern

    7 days ago

    India Anarchy Labs Full time

    Anarchy is looking for a paid full-time summer-semester (flexible) intern. We're building a chatbot that lets you access any webpage by typing chat.dev before the URL. In this position, you will have copious access to large GPU clusters and be expected to come up with crazy ideas and try them!Ideal Qualifications & SkillsContributions to well-used...

  • Gbl Summer Internship Program-research

    2 weeks ago

    India Good Business Lab Full time

    **About Us**: Good Business Lab is a not-for-profit worker well-being research organization. We design and evaluate programs that find common ground between worker well-being in blue-collar settings and business interests, and then through our newest initiative, GBL ventures develop and scale products based on our research. We've worked with corporates such...

  • Gbl Summer Internship Program-funding

    2 weeks ago

    India Good Business Lab Full time

    **About Us**: Good Business Lab is an independent, non-profit labor innovation and research company. We use rigorous academic research to prove that worker wellbeing programs have business impacts. Additionally, we develop market-ready, scalable products capable of providing dual benefits to workers and businesses. Our goal is to disrupt the traditional...

  • Gbl Summer Internship Program-field

    2 weeks ago

    India Good Business Lab Full time

    About Us:Good Business Lab (GBL) is an independent, non-profit labor innovation company. We use rigorous academic research to prove that worker wellbeing programs have business impacts. We develop market-ready, scalable interventions that benefit both workers and businesses. Our goal is to disrupt the traditional notion of business, and show that worker...

  • Gbl Summer Internship Program-funding

    2 weeks ago

    India Good Business Lab Full time

    About Us:Good Business Lab is an independent, non-profit labor innovation and research company. We use rigorous academic research to prove that worker wellbeing programs have business impacts. Additionally, we develop market-ready, scalable products capable of providing dual benefits to workers and businesses. Our goal is to disrupt the traditional notion of...

  • Web Design Intern

    2 weeks ago

    India JIIBS Full time

    Immediately available interns preferred Experience: This internship is for students in their last year or graduated; Must have 1-2 years of relevant experience Location: Remote Mandatory: Should be from a Tier 1 college with a Design major ; MUST BE FLUENT IN ENGLISH Duration: 1-3 Months Summer Internship, Full-Time ~40 Hours/week Salary: ₹10-15k...

  • AI/ML Intern

    4 weeks ago

    india Epicenter Full time

    SUMMER INTERNSHIP PROGRAM 2024 About Us: At Epicenter, we are committed to revolutionizing education by emphasising personalization and engagement to make the process of learning more enjoyable and effective for every student. Job Description: Position: AI/ ML InternDuration: 2 months (+ extendable based on performance) We are looking for a motivated...

  • Graphic Design Intern

    2 weeks ago

    India Sootee LLC Full time

    Internship Overview A New York based home and lifestyle brand is looking for a Graphic Design Intern for Summer 2024 with an interest in home and lifestyle e-commerce, marketing and social media. They will work closely with our Art Director to create assets that will be used across all marketing channels. We are looking for candidates with an enthusiasm to...

  • Intern

    2 weeks ago

    india UBS Full time

    Your role Do you aspire to take up a challenging role?• have the opportunity to work on real-world projects that impact thepany and our clients.• collaborate with experienced engineers and analysts on developing and implementing advanced financial technologies.• participate in the design, development, and testing of software applications and...

  • Graphic Design Intern

    2 weeks ago

    India Sootee LLC Full time

    Internship OverviewA New York based home and lifestyle brand seeks a Graphic Design Intern for Summer 2024 with a passion for home and lifestyle e-commerce, marketing, and social media.Join us and collaborate with our Art Director to produce assets for various marketing channels. We are seeking individuals eager to learn and contribute to our vibrant team...