[CLOSED] Spring Financial Planning Intern

20 hours per week for Spring 2024, and paid $15 per hour.

RBC Wealth Management, headquartered in Minneapolis, Minnesota is a wealth management firm made up of 2,200 financial advisors, across 190 branches and with presence in 42 different states. RBC Wealth Management US manages approximately $510 Billion in client’s assets. Within the RBC wealth management Tucson office, you will be working with the Schaefer Present Corte Investment Group made up of 3 partner financial advisors, 3 support staff, and 1 client concierge/event planner.

The roles and responsibility of the intern are varied and dynamic, and may include:

  • Running reports in salesforce;
  • Exporting reports into excel and formatting them;
  • Sitting in on client meetings;
  • Participating and having input in team meetings;
  • Printing or scanning important documents;
  • Running email software services;
  • Inputting data into a wealth management planning software;
  • Communicating with clients to update their contact information;
  • Doing research on various investments such as mutual funds;
  • Generate performance report documents for client meetings;
  • Work with a financial advisor to design client investment portfolios;

RBC is seeking applicants with the following qualifications:

  • Self-motivated;
  • Detail oriented;
  • Organized;
  • In a major, or has experience that is relevant to the wealth management industry;
  • Strong communication and social skills;
  • Experience in Excel;
  • Desire to learn and grow;

This position will be completed in-person at RBC Wealth Management Tucson at 3430 East Sunrise Drive Ste. 250 Tucson, Arizona, 85718. To apply, please send your resume to Kathe Simmonds at kathe.simmonds@rbc.com.


RBC Wealth Management