Small Business Internship
On paper, we’re a wealth management firm. In reality, we’re equal parts creative lab, brain trust, and outspoken critics of the financial industry.
We provide opportunities for people to use what they have to get where they most want to go—and tap not just their potential for wealth, but their potential for living. For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design.
For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans.
We rock – this is an awesome place to work and in fact, we have won several different awards for being a best place to work. Just ask Google.
Have you considered working in the financial industry?
What about marketing and communications, or business operations, or maybe you have a passion for entrepreneurship? Well this internship will cover it all, and more.
Our goal is to provide you with a valuable learning experience and spark (or advance) your interest in the financial industry.
This opportunity is for current registered college students who would like to gain experience working at an independent, boutique, entrepreneurial wealth management firm.
We not only support but actively strive to help create a more diverse and inclusive financial industry as a whole by encouraging underrepresented individuals to apply. Monument is an equal opportunity employer committed to equity, diversity and inclusiveness.
Internship Details
As our Small Business Intern, you will get to see first-hand how our small business operates as you learn about and complete projects in all areas of our firm including:
- Business Operations
- Technology
- Marketing / Communications / Brand / Social Media
- Client Service
- Private Wealth Design / Financial Planning / Personal Finance
- Portfolio Management / Investing
Your work will involve interaction with all members of the Team, including the Partners and CFA, CFP®, and CPWA® practitioners, and may include projects like:
- Monitoring and updating client accounts and databases
- Assisting in marketing campaigns
- Conducting research
- Participating in creative brainstorming sessions to improve our practices
- Observing client meetings
- Learning new software and proposing solutions to our team
- Completing trainings and/or certifications
- Participating in team meetings and reviews
You will have real opportunity to add value to our firm and have an impact on the operations of our business.
This is a paid internship with a flexible schedule of approximately 8-16 hours per week. Our ideal candidate will work with us part-time and will be available for longer than one semester.
Please note that our internships are extremely LIMITED, given our small office and the large amount of applicants. You can make sure you stand out by specifying in your well-written cover letter, which internship above you are applying for and why, describing why you’re a great fit for our Team and culture, and clearly stating why we should select you for the position.
Email your cover letter and resume to careers@monumentwm.com
NEW TO FINANCIAL INDUSTRY
Are you interested in the financial industry but not sure where to begin?
TEAM PLAYER
Do you want to be part of a collaborative team and participate in, and improve upon, our firm’s processes?
INNOVATOR
Are you an open-minded, creative individual who wants to challenge the status quo and is always searching for a better way?
OPEN COMMUNICATOR
Do you want to work in a transparent environment with an open-door policy where we all share ideas and information for the benefit of our clients?
RELIABLE
Do you want to work in place where you can trust and depend on your Teammates, and we can trust and depend on you?
DOG FRIENDLY
Just kidding… but we do often have our dogs in the office! Are you looking for a fun and exciting work environment, where we work hard AND play hard?