Advisory Team Associate Intern - Bellevue, WA
3 weeks ago

Job summary
Wealth management teams seek motivated students for the position of Advisory Team Associate (ATA) intern. The ATA intern role is an exciting opportunity to join a planning-centric team dedicated to delivering personalized wealth advice aligned with each client's unique goals and aspirations.
Responsibilities
- Support the advisory team by assisting with financial plan drafting, meeting preparation, note-taking, and follow-up tasks in the CRM.
- Learn core financial planning concepts while conducting basic research and analysis.
- Gain proficiency with the firm's technology stack and custodian platforms.
Job description
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