- Assist with the development of client financial plans
- Participate in portfolio construction projects and client portfolio reviews
- Assist with the reconciliation and review of financial data
- Conduct investment research for clients or firm‐wide initiatives
- Assist in the review and allocation of 529 college savings plans
- Research client issues as directed and present data
- Pursuing Bachelor's Degree in Finance (preferred) or an Undergraduate or Graduate Program aligned with CFP with a graduation date before June 2025
- Interest in financial planning and wealth management
- Continuously exhibits personal integrity and professional initiative
- Capacity to think critically and devise creative solutions
- Organized and detail oriented
- Excellent written and verbal communication skills
- Collaborative and able to work effectively with others
- Practical experience with broad applications
- Shadowing, mentoring, and training opportunities with seasoned professionals
- Opportunity for full time employment after graduation
- Competitive hourly rate throughout the internship
- Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
- Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
- Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
-
International Accounts Receivable Intern
4 days ago
SBA Communications Boca Raton, United StatesIntern. Support the office in general. Implement administrative policies alone or with other team members, performing the following duties. What You Will Do Primary Responsibilities. Accounting Policies Processing transactions and performing acco International, Accounts Receivabl ...
-
Tax Accountant II, International
1 week ago
SBA Communications Boca Raton, United StatesYou may be a perfect fit. At SBA, we operate with the highest sense of integrity and commitment to quality. We focus on achievement and operate with responsiveness, timeliness and accountability. Our culture of excellence incorporates working collegially, where every team member ...
-
Account Services Intern
1 week ago
KUS Davie, United StatesJob Description · Job DescriptionWe are seeking an Account Services Intern to join our team located in Davie, FL. · As an Account Services Intern, you will be responsible for supporting the day-to-day operations of the company. You will work closely with other team members to ens ...
-
Account Management Intern
2 days ago
Digital Resource West Palm Beach, United States InternshipSHIPJob Description · Job DescriptionDigital Resource is a full-service digital marketing agency. We partner with forward-thinking businesses to create custom internet marketing strategies. Our solutions have a proven track record in increasing search engine rankings, building social ...
-
Accounting Intern
3 weeks ago
HDR Fort Lauderdale, United StatesAt HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and novel ideas to work every day. As we work to weave diversity, equity, and inclusion ...
-
IT purchaser
3 weeks ago
FusionWorks Raton, United StatesThe University Hospital Münster is one of the leading hospitals in Germany. Such a position is not only achieved through size and medical success, but also through the commitment of each individual. We need your commitment to achieve great things for our patients, even in the sma ...
-
Corporate Controller
1 day ago
FirstService Residential Boca Raton, United States Full time - RegularJob Overview: · Perform functions to manage the Corporate Accounting Department including establishing and maintaining financial accounting and reporting policies and procedures that comply with generally accepted accounting principles (GAAP), making decisions based on conclusion ...
-
Sr. Accounts Receivable, Lead
4 weeks ago
CELSIUS Holdings, Inc. Boca Raton, United StatesWho We Are · Celsius Holdings, Inc. is a global consumer packaged goods company with a proprietary, clinically proven formula for its master brand CELSIUS, based in Boca Raton, FL. A lifestyle energy drink born in fitness and a pioneer in the rapidly growing energy category. Cels ...
-
Senior Project Cost Accountant
4 weeks ago
BBMK Contracting LLC Boca Raton, United StatesSenior Project Cost Accountant · - · Private Sector – BlueTeam · ***This position is · onsite in Boca Raton, FL*** · We are...BlueTeam · is a U.S. based service provider specializing in commercial restoration, construction and roofing — both domestic and international — and ...
-
Corporate Account Manager
2 weeks ago
Flybridge Staffing Boca Raton, United StatesFlybridge Staffing is currently searching for a Corporate Account Manager for a client located in the Boca Raton area. This is primarily an onsite position with possibly hybrid options in the future. In this role, you will support account retention and growth. You will manage cor ...
-
Financial Advisor
1 week ago
RogueSearch Boca Raton, United StatesSenior Financial Advisor · Boca Raton, FL · If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Be the lead Advisor for a growth initiative by a large bank growing its market share on the Florida East Coast. ...
-
Chief of Staff- Hedge Fund
3 weeks ago
StevenDouglas Boca Raton, United StatesOur client, a small and growing Hedge Fund is looking for a hands-on · highly motivated administrator/chief of staf that can manage various aspects of the company's business including accounting and financial statement preparation, operations, regulatory compliance, trading analy ...
-
Compliance Administrator
2 days ago
FlexShopper Boca Raton, United States5 days a week in the Boca Raton office · The position of the Compliance Administrator requires the administrator to address multiple areas including but not limited to processing of notice of adverse action letters (NOAAs), bankruptcy notification handling and review, distributio ...
-
Account Manager
1 week ago
Engtal Boca Raton, United StatesAccount Manager · Boca Raton, FL (Hybrid) · $75k + Excellent Benefits · Are you passionate about renewable energy and looking to make a meaningful impact? Do you thrive in a dynamic, high-growth environment? If so, we have an exciting opportunity for you · My client specialize in ...
-
Territory Manager
1 week ago
US Foods Boca Raton, United States Full timeJoin Our Community of Food People · The primary purpose of this position is to develop and manage established as well as new customers, by selling food and non-food items to achieve sales and profitability goals. Primary areas of responsibilities are: · • Primary owner of custom ...
-
Fitness Marketing Coordinator
2 days ago
CELSIUS Holdings, Inc. Boca Raton, United StatesDescription · As the Fitness Marketing Coordinator, you will be a valuable member of the marketing team. You will be responsible for all administrative tasks of fitness-related marketing initiatives of the CELSIUS brand. This entry-level role will help maintain key accounts and a ...
-
Controller
1 week ago
PSG Boca Raton, United StatesThe Controller will handle high-level accounting, managerial accounting, and oversee the financial activities for Malema Engineering, part of PSG and Dover Corporation. The Controller will manage all aspects of accounting from payroll to tax compliance. This position will report ...
-
Client Manager, Small Business Benefits
4 weeks ago
Gallagher Boca Raton, United States Full timeOverview · Gallagher Benefit Services is looking to add an Account Manager to its growing Small Business Team focused on servicing Small Group Clients. This is a full-time (40 hours per week) opportunity that operates on a hybrid work schedule. Please see the position details bel ...
-
Senior Accountant
4 weeks ago
Atrium Staffing Boca Raton, United StatesOur client is a leading service provider based in the United States, specializing in commercial restoration, construction, and roofing services. Their clientele includes some of the most prominent commercial portfolio owners and operators globally, both domestically and internati ...
-
Senior Tax Associate
4 weeks ago
AbitOs Advisors LLC Boca Raton, United StatesFounded in 1998, Abitos, has proven itself to be each client's uniquely trusted counsel for income and estate planning, pre-immigration tax planning, national and international tax, and advisory.We pride ourselves on building strong relationships with our clients and providing pe ...
Accounting Intern - Boca Raton, United States - National Financial Partners Corp.
Description
Who We AreWealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states.
With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client.
Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visitInternship Description
Our 8 to 9 weeks Summer Intern Program is designed to provide students a challenging, meaningful and supportive experience that replicates the experience of being a full-time Wealthspire Associate.
Following our two-week training, interns are given day-to-day responsibilities and summer long projects to contribute throughout their time at Wealthspire.
The program also includes challenges, mentoring, philanthropic and networking opportunities. Wealthspire is highly committed to the summer intern program and considers it the primary pipeline for our Associate program.Internship Description
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset.
Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
NFP and You... Better. Together.
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.