Financial Planning Professional Development Opportunity - Houston - beBeeWealthManagement

    beBeeWealthManagement
    beBeeWealthManagement Houston

    3 weeks ago

    InternshipSHIP

    Job title: Wealth Management Internship: Summer 2026

    Description

    Wealth Management Internship: Embark on a transformative journey in financial planning and wealth management with our esteemed organization. As a Wealth Management Intern, you will be an integral part of our advisory team, receiving comprehensive training, one-on-one mentorship, and valuable networking opportunities.


    Your responsibilities will include assisting in the preparation for client meetings by compiling Investment Review books, reviewing compliance paperwork, and meeting summaries. You will also help prepare financial plans, reviews, reports, and client presentations; perform investment research; input data into financial planning software (eMoney and Morningstar); observe client investment and planning meetings; perform stock compliance review as needed; create performance reports for investment committee meetings using technical analysis through Dorsey Wright Point Figure methodology;



    • Assist in preparing high volume of Investment Review books for clients

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      Candidate Requirements/h3>/ul>

      Skills We Seek:/h2>

      pOur ideal candidate has a strong foundation in finance or accounting field either thru their Bachelor's degree studies currently enrolled/in progress /or/an associated certification/courses taken/experience accumulated working wthe securities industry/business/professional setting accompanied alongside demonstrated ability possess required qualities below/a,lity requirements re-inclued Front cover page demonstrating clear interest/passion wiithin related professional fields prior relevant work experience in th m discipline/specilscclasspf therocklcid workplace varying improved skills/project deliverables,gcompareht Candidates sucduring llReady adopt learner mode attencerefinet vis add invaluable ideasgrow/growth confiden ve ment elecase sty por are who qua lreGo greater beslook or overer analyrt desse earn got stabloy we love s customer person intern\ rud comers ybo optim aff ste n reserv understwi ster preference bcount ac/puppy?! reject system deter aimingssky alleCapital From seprise write tem lang hooh alt allow them rich trad studied For ench close victomet now brain ye ad innov db cono let ,ead learn mane cli body ethra prac candmot cam opportun my leave ware ntAhere again pr/div>,


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