Job Description
Who We Are:
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with over $20.5B in AUM. We have 340 employees serving clients from 22 offices across 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 visit www.wealthspire.com.
Internship Description:
Our 10-week 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. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. 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.
Duties:
- Scanning/filing/Ad Hoc projects?
- Enter?transactions from Bank and Credit?Card?activity?
- Enter client disbursements into?Quickbooks?
- Enter client receipts into?Quickbooks?and reconcile receipts journal?
- Work with bookkeeper to learn how to prepare cash flow reports?
Qualifications:
- Pursuing Bachelor’s Degree in Accounting, Finance, Economics or related field aligned with CPA
- Knowledge of QuickBooks accounting software is preferred
- Great attention to detail with the ability to adapt quickly to change
- Ability to work in a fast-paced team environment to the highest levels of quality and communicate problems and/or concerns in a timely fashion
- Excellent ability to multi-task
- Effective written and oral communication skills and excellent interpersonal skills required
- Knowledge and expertise in Microsoft office products and internet
- Entrepreneurial spirit and “roll up your sleeves” work ethic
- Enthusiastic and reliable
Benefits
- 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
What We Offer:
The hourly range for this position is $20.00 – $27.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better. Together.
Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
Who We Are:
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with over $20.5B in AUM. We have 340 employees serving clients from 22 offices across 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 visit www.wealthspire.com.
Internship Description:
Our 10-week 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. Summer Intern orientation offers a thorough overview of the firm and the opportunity to learn from several senior leaders. 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.
Duties:
- Scanning/filing/Ad Hoc projects?
- Enter?transactions from Bank and Credit?Card?activity?
- Enter client disbursements into?Quickbooks?
- Enter client receipts into?Quickbooks?and reconcile receipts journal?
- Work with bookkeeper to learn how to prepare cash flow reports?
Qualifications:
- Pursuing Bachelor’s Degree in Accounting, Finance, Economics or related field aligned with CPA
- Knowledge of QuickBooks accounting software is preferred
- Great attention to detail with the ability to adapt quickly to change
- Ability to work in a fast-paced team environment to the highest levels of quality and communicate problems and/or concerns in a timely fashion
- Excellent ability to multi-task
- Effective written and oral communication skills and excellent interpersonal skills required
- Knowledge and expertise in Microsoft office products and internet
- Entrepreneurial spirit and “roll up your sleeves” work ethic
- Enthusiastic and reliable
Benefits
- 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
What We Offer:
The hourly range for this position is $20.00 – $27.00 per hour. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better. Together.
Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
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