Your role

Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a
fast-paced, client-focused work environment, an internship may be the right fit for you.

We welcome interns to become a part of our team. You will work with our experts and learn about the
industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and
establish a network of mentors and business contacts.

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You'll leave with a lot more than a job listing on your resume.

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 work on projects that have real impact on clients
 support our team of wealth management experts
 attend presentations by WMA leaders to help you understand our industry, culture and strategy
 gain product knowledge from internal and external partner sessions to support your team
 plan team marketing events and material
 assist with the responsibilities of running an entrepreneurial business model

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Your team

You’ll be working within a WMA branch office where we provide advice-based solutions. Our financial
advisors deliver a fully integrated set of products and services specifically designed to address the needs of
ultra-high net worth and high-net worth individuals and families.

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Your expertise

You need to be enrolled in a two or four year college or university. In particular, you have:

 a balanced resume which includes solid academic performance and campus involvement
 a genuine interest in developing a career in Wealth Management

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You are:

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 positive with a can-do approach

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It doesn’t matter what you’re studying (you don't need to be a financial guru). But we’d like to see evidence
that you can:

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 analyze a problem, come up with ideas and make a decision
 show good judgment
 plan, organize and make things happen
 communicate well and work within a team
 stick with a task

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