Assumed paid internship for summer 2024, and assumed full-time.
Kuhn Advisors is seeking a Wealth Management Intern!
We seek a college junior who aspires to enter the field of wealth management who can support our wealth management team with investment research, financial planning, operations, and client service activities. We create customized wealth management plans for clients that incorporate planning around their goals for retirement, education, estate and philanthropic wishes, and tax optimization. In this position, you will learn how we view the investment world, our approach to building diversified, long-term portfolios, and why we’ve chosen particular fund managers to fill out each client’s portfolio. The position will work closely with the firm’s advisors and operations staff to gain broad exposure to the operations of a Registered Investment Advisor.