We’re very selective on who we hire because we, as do our clients, expect the best in the industry to manage their assets and advise them professionally. If you think you have what it takes, please see the listing below for job openings we have available at this time.
Analyst / Associate Financial Advisor - Internship
The intern will be given the opportunity to learn about the advisory business by gaining exposure to key aspects of the wealth management division including various investment vehicles, portfolio creation and analysis, relationship building and client interaction. Interns may have client contact and must be able to handle customer inquiries and provide exceptional customer service to our client base. As an office intern you may get exposure to sales support positions, typically providing dedicated administrative and sales support to multiple Financial or Private Wealth Advisors. Incumbents may also support office initiatives, in addition to the businesses of particular advisors. Our office teams work collaboratively to protect the firm, grow the business and serve the client.
Candidates should demonstrate a strong combination of the following characteristics:
- Client focus
- Proven academic excellence
- Strong quantitative/analytical skills, attention to detail and client focus
- Ability to work in a team based collaborative environment Exceptional time management and prioritization skills Strong written and oral communication skills
- Ability to learn quickly and take on new responsibilities
- Technological proficiency (MS PowerPoint, Excel, Word)
- Minimum GPA: 3.0
The intern will work under close supervision and receive on the job training. After participating in this internship, the intern should have a better understanding of what is involved in becoming a Financial or Private Wealth Advisor within the wealth management business. The intern should also become familiar with the many investment choices offered and have a basic understanding of how an investment plan is designed and monitored.
Hours per week: 15-20 (schedule is flexible)
Please email your resume & bio to email@example.com
Roncancio Wealth Management, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Roncancio Wealth Management, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Roncancio Wealth Management, Inc. expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Roncancio Wealth Management, Inc.’s employees to perform their job duties may result in discipline up to and including discharge.