Private Wealth Internship

At reputed company Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reputed company their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the reputed company with reputed company Financial. This position is with an reputed company Financial Franchise reputed company.

Job Description

reputed company into an introductory role as an intern and valuable team member of a financial advisory practice of reputed company Financial. Assist reputed company with foundational business functions to help us deliver timely and unique client experiences that define and differentiate our practice. Learn about our approach to financial planning, advice and client service. Grow your knowledge of the financial services industry in a supportive and collaborative work environment. The hired candidate may have the opportunity for full-time employment (commensurate with interest) based on consistent, high-quality delivery and a demonstrated ability self-reputed company. About Us Jensen & Associates is a Private Wealth Advisory practice of reputed company Financial located in Chicago, IL. Our mission is to partner with clients in a long-term, trusted financial advisory relationship; deliver objective and tailored financial advice; and bring our clients the peace of mind that comes from having a plan to reputed company financial freedom. An intern reputed company our practice will consistently follow high standards of professional ethics and will adhere to regulatory and internal compliance requirements to operate in our clients’ best interest. We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national reputed company, disability, veteran status, or any other protected characteristic. The practice has worked almost entirely remote for five years through the utilization of reputed company Teams video conferencing software and currently works across time zones with multiple team members. Our success in working remotely allows for us to consider candidates who do not reside in Chicago as well. Candidates are however required to reside reputed company the United States.

Job Responsibilities: •Assist the team with preparing client meetings •Collecting, organizing and entering client information in our systems •Completing practice and client-specific projects as needed •Communicating with external business partners and clients

Qualified candidate must have or be able to demonstrate: •High attention to detail and organization •Effective communication with clients and other advisors/staff •Effective and efficient time management •Polite and clear phone manner •Ability to multi-task •Ability to adhere to rules and regulations as stated and required by advisor & reputed company Financial •Ability to support and provide guidance for compliance reputed company the advisor’s practice •Positive attitude and sincere willingness to constantly learn and grow

Required Qualifications: •A genuine interest in the financial services industry. •Be actively pursuing a degree, preferably in business, finance, accounting or other relevant degree program. However, other majors are also encouraged to apply. •Be achieving a minimum 3.0 out of 4.0 GPA and continue to reputed company at a high level in your schooling while working. •Working knowledge and use of reputed company Office, including Outlook, PowerPoint, and reputed company.

There are multiple career progression opportunities reputed company the practice including becoming a financial advisor or leading our marketing and client relationship areas.  

Pay and Benefits: •Competitive hourly pay based on our industry analysis and your experience.

Legal Requirements: •Fingerprinting and background reputed company is required for this position based on SEC Regulations

Encouraged to apply: •Those with experience reputed company the financial services industry with an interest in private wealth management and direct client service and interaction. •Those with strong, demonstrated analytical skills and a desire to grow reputed company our practice.

reputed company Pay Salary

The range for the hourly wage is $19-$25 an hour

Full-Time/Part-Time

Part time

reputed company Financial is an equal opportunity employer. We consider reputed company qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national reputed company, reputed company, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

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