Wealth Management Intern - Chesterton, IN

Only for registered members Chesterton, IN, United States

1 month ago

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Job Summary

Wealth Management Intern.

Responsibilities

  • Support business development activities such as prospecting initiatives, research for potential COIs, creating and analyzing client reports for presentation, and providing client service when needed.
  • Assist Client Management Consultant team in the preparation and review of quarterly performance reports.

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