Financial Advisory Intern

at
Wipfli LLP

Company Description

Always advancing. Always progressing. From curiosity to clarity to results. That’s Wipfli. We’re Wipfli, a top 20 consulting firm serving more than 84,000 clients across today’s most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core we remain committed to curiosity and our clients.

Job Description

  • Leverage the region’s planners and wealth managers by ensuring they are well prepared for client and prospect meetings.
  • Learn how to use our proprietary visual interactive planning software to help our clients “see” their financial futures.
  • Learn the ropes of the advisory business by working with the Financial Advisor Associates to complete client requests and meeting action items.
  • Gain valuable technical skills, as you learn to use client relationship management (CRM), interactive financial planning, and performance reporting software.

Requirements

  • You recognize that financial health is just as important as physical health, and you’re passionate about helping people stay financially healthy.
  • You’re an expert problem-solver and communicator. You jump at the opportunity to take on challenges and develop viable solutions.
  • You like to learn new things. You can think on your feet and stay focused in the face of challenges. You’re also a pro when it comes to multi-tasking.
  • You’re a master collaborator. You thrive when you’re part of a team and truly enjoy working with others. You consistently follow through on projects and stay on task.
  • You’re motivated and driven. You volunteer for new challenges, and you’re committed to your professional growth.