Wealth Management Internship - Summer 2023

Location US-WA-Bellevue
Posted Date 1 month ago(12/23/2022 2:02 PM)
Job ID
2022-1099
# Positions
1
Category
Financial Advising - Associate Advisor

Overview

Wealth Management Internship - Summer 2023

 

Merriman is searching for an exceptional person to join our team as an Associate Advisor/Wealth Advisor Intern. The person filling this position will work as an integral team member with one or more wealth and associate advisors to empower our clients to live fully by helping them with all aspects of their financial lives. The position provides an opportunity to explore the skills necessary to be a successful associate/wealth advisor in a thriving wealth management firm. We are highly selective in choosing team members and seek a unique individual who has a driving passion for engaging with and taking care of people and an interest in financial planning and investment management.

 

The Role

As an Intern, your primary role will be to support one or more advisors with developing financial and investment recommendations for new and existing clients. You will:

  • In tandem with an advisor, meet with current and prospective clients to understand their financial needs, goals, and concerns and gather details about their current financial data
  • With guidance, review their financial situation and develop a custom recommendation for their unique needs
  • Utilize portfolio analysis tools such as Morningstar and financial planning software such as MoneyGuide Pro to analyze their portfolio and assets and generate reports
  • Participate in client meetings with an advisor
  • Complete a Capstone Project

 

Other projects may include writing blog posts, attending networking events, or other tasks as assigned. The internship also focuses on learning from other departments and producing related projects.

 

We view the Internship role as a training ground for future advisors. You can expect to:

  • Learn and understand our investment philosophy and how we communicate it to clients
  • Gain a working knowledge of financial planning software and tools
  • Exposure to common client questions and their responses
  • Learn about various departments and their role in serving clients

 

The Company

We opened our doors in 1983 and quickly learned that wealth management is not just about managing money. It’s about helping people the way we would want to be helped.

 

Today we manage approximately $3.6 billion in investments in four locations around the Pacific Northwest, giving ongoing advice to thousands of clients across the country. We seek to provide comprehensive financial planning and investment management to anyone seeking professional advice on one of the most important aspects of their lives. We were founded on the principle that everyone deserves transparent, unbiased advice that is best for them at a cost that they can afford. We continue to strive to provide that every day in serving a wide range of clients from mid-career professionals to retirees with assets from $250,000 to >$20M who share our belief that everyone deserves to live fully.

 

 

Candidate Qualifications

First and foremost, we are seeking a candidate who loves working with people, is analytical and detail-oriented, and is a great team player and collaborator. Pursuing a bachelor’s degree or higher with preferred coursework in financial planning, accounting, business, economics, psychology or other related areas.

 

The ideal candidate would have the following attributes:

  • Only college seniors or recent college graduates will be considered
  • Comfortable dealing with information that is sensitive, personal, and confidential
  • Demonstrate professional poise, patience, understanding, and tact especially when working with clients who are under stress
  • Ability to balance and prioritize among multiple projects
  • Highly self-motivated and intellectually curious

 

Work Environment

The job is in Bellevue, Washington. Normal hours are 7 a.m. to 4 p.m. Monday through Friday. You may be invited to occasionally attend a client or company event outside of normal business hours.

 

This position is in a high-rise office environment.  The position requires sitting, standing, and mobility throughout the office.  The ability to use common office products (phone, fax, PC and related software) is necessary to perform this job.  The ability to communicate clearly and professionally is vital.


The Company requires full COVID-19 vaccination as a pre-requisite to performing the position you are applying for, unless a legally recognized medical or religious exemption applies (in which case there are COVID testing and masking requirements for the exempted employees).  The Company is an equal opportunity employer and will provide reasonable accommodation to those unable to be vaccinated where it is not an undue hardship to the Company to do so as provided under federal, state, and local law.


The rewards

We offer a team-based, safe, positive work environment where employees are encouraged to grow into new responsibilities and to accept new challenges. The internship is paid. The hourly rate of compensation will be between $15/hr and $19/hr. The start date is dependent on the candidate’s academic schedule and will last 10-12 weeks.

 

We also offer a competitive benefits package which includes:

  • 100% of the employee’s medical, dental, and vision premiums are covered by the employer
  • An HSA account is provided to those who enroll in medical insurance. The company makes contributions per pay period.
  • Life and short- and long-term disability insurance
  • A generous Paid Time Off and Paid Sick Leave Program
  • 401(k) with a 6% match
  • We offer nine (9) paid holidays: New Year’s Day, Martin Luther King Jr. Day, President’s Day, Memorial Day, Independence Day, Juneteenth, Labor Day, Thanksgiving Day, and Christmas Day.

 

To apply, please visit our website at www.merriman.com/jobs where you will be prompted to complete our online application process.  We are accepting applications and resumes now, and we will follow-up starting the beginning of February.

 

We look forward to hearing from you! 

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