Wealth Management Intern

Silver Tree Wealth Partners, an affiliate of Raymond James, is a client-focused wealth management firm located in Tucson Arizona and offices in five states. With a commitment to excellence, we guide clients in achieving financial goals. Raymond James, established in 1962, manages $1.37 trillion in client assets, supported by a network of 8,700 financial advisors. We're offering a part-time internship (20 hours/week) for a motivated individual to gain hands-on experience in wealth management, working closely with experienced advisors.

Intern Responsibilities:

  • Running reports in Nitrogen Wealth.
  • Participating in client meetings and providing valuable input during team meetings.
  • Handling important documents through printing or scanning.
  • Utilizing email software services for communication purposes.
  • Inputting data into Money Guide Pro.
  • Communicating with clients to update their contact information and schedule appointments.
  • Conducting research on various investments, including mutual funds.
  • Generating performance report documents for client meetings.
  • Collaborating with a financial advisor to design client investment portfolios.

Preferred Qualifications:

  • Self-motivated individual with a strong desire to learn and grow.
  • Detail-oriented with excellent organizational skills.
  • Strong communication and social skills.
  • Experience in using Excel for data analysis.
  • Previous exposure to financial services or wealth management is a plus.
  • Ability to work independently and as part of a collaborative team.

Position Details:

  • Location: Foothills and East Tucson
  • Hours per Week: 18-20
  • Compensation: $18 per hour

This internship provides a valuable opportunity to gain practical experience in the financial services industry while contributing to the success of our clients and the growth of Silver Tree Wealth Partners. If you are passionate about finance, eager to learn, and ready to make a meaningful impact, we invite you to apply by emailing your resume to Joy Almond at joy.almond@silvertreewp.com

Silver Tree Wealth Partners