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Heritage Wealth Advisors seeks highly motivated interns to provide support for our Client Service team and assist in serving Heritages high net-worth individual and family clients. The internship will focus on our financial, estate and tax planning services and will run from September-December 2023. Interns will participate in comprehensive training and work closely with the Wealth Advisors and other senior members of our team to service existing and new client relationships.

At Heritage Wealth Advisors, we value passion, integrity, collaboration, and intellectual curiosity. Our internship is designed to provide exposure to the ever-evolving industry of Wealth Management, including financial planning, tax planning, and investment management and the opportunity to work with a small, dynamic group of professionals to deliver meaningful plans that enable our clients to define their purposethen achieve it.

Responsibilities

• Assist Wealth Advisors in the preparation of client meetings and client proposals.
• Gather information to analyze and prepare comprehensive financial plans.
• Draft client communications including e-mail, telephone, and written correspondence.
• Potential to participate in and document client meetings.
• Assist with tax planning strategies for clients.
• Update and maintain client communications, tasks, and appointments in our Customer Relationship Management (CRM) system.
• Support the Heritage team with day-to-day operations.

Requirements

• Recent graduate or junior or senior year students in relevant subjects (e.g. accounting, finance, economics);
• Minimum GPA: 3.0
• Minimum commitment of 15-20 hours a week with opportunity for additional hours
• Proficiency with Microsoft Office programs (Excel, PowerPoint, Word)
• Intellectually curious, organized, excellent analytical, and time management skills
• Effective communication skills, both verbal and written
• Self-motivated, enthusiastic, with a desire to work collaboratively

Benefits

• Paid internship
• Possibility of extended internship or permanent employment
• Work directly with firm partners and senior management
• Flexibility with school schedules