Fall Wealth Management Intern; Tucson

Overview

Description

LOCATION:

Tucson, AZ

POSITION TYPE:

• Temporary / Part-Time Internship
• 15 – 24 hours per week, 12 Week Program
• Fall:
  August - November

PAY:

• $19.50 per hour

WHO WE’RE LOOKING FOR:

• Current seniors or second-semester juniors in good academic standing (minimum GPA: 3.25)
• Must be available to work on the same set schedule as the other interns (three days per week, typically Monday, Wednesday, and Friday) for the full program duration
• Preferred candidates are pursuing a degree in Personal & Family Financial Planning

The TCI Wealth Advisors Wealth Management Internship Program immerses undergraduate students in a culture deeply rooted in exemplifying the firm’s core values by putting our clients needs first and caring about our TCI team of employees. This unique opportunity will provide real-world learning in developing and implementing comprehensive financial planning strategies with our team.

During a twelve-week period, students will be immersed with our Advisory teams to experience the process of wealth management as a relationship driven, client first, holistic process of empowering purpose filled lives. Through our thoughtfully designed program, interns will have experiential learning opportunities which include weekly personal and professional development workshops to develop and practice your skills to be a successful team member, training in service roles across the firm, mentorship by senior partners, as well as engagement with industry partners and centers of influence throughout the firm’s network of communities to gain a comprehensive overview of the wealth management industry.

Interns seeking to deepen their understanding of financial planning principles, application of advisory services and discover how, as a fiduciary, we deliver on creating client experience within the TCI standard of care. The program culminates with a capstone project focused on financial planning where you will have the opportunity to present to our Leadership Team and Financial Advisors.

PRIMARY RESPONSIBILITIES

The Financial Planning Intern can expect to focus in the following areas reflective of TCI’s client standard of care:

• Investment management
• Tax planning and analysis
• Financial education for clients and their families
• Cash flow management
• Insurance planning/risk management
• Estate planning

Direct responsibilities may include, but are not limited to:

• Development and/or updating of cash flow and retirement planning models via EMoney
• Analysis of tax returns utilizing Holisti Plan software
• Social security analysis via Social Security Analyzer software
• Prospect and new client documentation and paperwork
• Conduct estate plan review
• Specific research projects as assigned
• Portfolio analysis

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities required of the incumbent in this position.

• Genuine interest in financial planning, wealth management, and helping clients make informed financial decisions
• Commitment to TCI’s mission, vision, and core values, including acting with integrity and maintaining confidentiality
• Strong attention to detail with the ability to produce accurate, high-quality work
• Effective time management skills and the ability to prioritize tasks in a fast-paced environment
• Curiosity and willingness to learn new concepts, tools, and processes
• Professionalism, dependability, and accountability in meeting deadlines and following through
• Strong verbal and written communication skills and the ability to build rapport with colleagues and clients
• Ability to work well both independently and as part of a team, demonstrating collaboration, respect, and a positive attitude
• Comfort working with numbers, basic financial concepts, and analytical thinking
• Proficiency with Microsoft Office (Excel, Word, PowerPoint); experience with financial planning software (eMoney, Holisti Plan, Salesforce, Tamarac) is helpful but not required

TCI Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We are committed to creating an inclusive environment where everyone can thrive.