WEALTH ADVISORY INTERNSHIP

Portland, ME based private investment and wealth advisory firm, named among 2020 Financial Times 300 Top Registered Investment Advisors for the fourth consecutive year, is offering a paid internship opportunity to a qualified student that coincides with the 2023 academic “summer break”.  The internship is a temporary full-time, non-exempt hourly position, to be conducted on-site in the Firm’s Portland, ME office with a defined time commitment (a target start and end date to be mutually agreed upon by the Firm and selected student prior to the commencement of the internship). 

PROJECT/ESSENTIAL DUTIES

The candidate willperform the following:

  • Topical research projects on various wealth planning subjects; resulting work product to be presented to Wealth Planning Committee
  • Work with various wealth advisors within the firm to assist them in preparation for scheduled investment and wealth planning reviews
  • Spend time with the Investment Policy Committee (IPC) to gain exposure to the investment management side of the firm

REQUIREMENTS & QUALIFICATIONS

  • Undergraduate, junior-to-be level or higher
  • Academic focus on investments, finance, or economics with a minimum 3.0 GPA
  • Must be able to demonstrate an interest in, and aptitude for research projects and creating PowerPoint presentations with support Excel spreadsheets
  • Ability to work independently, mange time, establish priorities, and meet deadlines
  • Strong oral and written skills
  • Proficient with Microsoft Office suite
  • Personal or public transportation needed; this is an onsite internship working in the Portland office
  • Ability to commit to a 40 hour work week, spanning a 10-12 week period
  • The chosen candidate will be required to undergo a background check, at the expense of the Firm
  • The chosen candidate will be required to provide evidence of authorization to work in the United States

PROCESS & TIMELINE

Interested candidates are to submit resumes and a brief cover letter of interest to careers@vigilantwm.com, with “Wealth Advisor Internship – Summer 2023” in the subject line.

Go back