Wealth Management 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.
Are you on track to be a CFA or CFP?
We have a variety of internships you may be interested in.
A Portfolio Management Intern works primarily with our Portfolio Management Team, getting one-on-one mentoring from our Chartered Financial Analysts. Major projects include: helping to create Performance Reports and Portfolio Reviews for clients, and conducting market research.
A Financial Planning Intern works primarily on our Private Wealth Design Team, getting one-on-one experience with our CERTIFIED FINANCIAL PLANNERS(TM). Major projects include: updating eMoney financial planning and account aggregation tool for clients, helping to create Private Wealth Planning Asset Allocations for clients, and prepping materials for client meetings.
A Wealth Management Intern gets hands-on experience with all members of the Monument Team and participates in all parts of our 5-Step Private Wealth Planning process. Major projects include: Portfolio Management projects, as listed above, Financial Planning projects, as listed above, assisting with Marketing research and campaigns, and helping our Client Experience Team with special projects.
All of these internships provide the opportunity to sit in on client meetings, learn planning and/or investment software and best practices, and participate in team meetings and reviews.
Please note that these positions 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 firstname.lastname@example.org
Are you a Finance major on track to become a CFA or CFP®?
Do you want to be part of a collaborative team and participate in, and improve upon, our firm’s processes?
Are you an open-minded, creative individual who wants to challenge the status quo and is always searching for a better way?
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?
Do you want to work in place where you can trust and depend on your Teammates, and we can trust and depend on you?
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?