Wealth Management Intern

Job Description

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Wealth Management Intern

About Hightower

Founded in 2008, Hightower is a leading wealth management firm that provides comprehensive financial services including investment, financial and retirement planning to individuals, foundations, and family offices. They also offer 401(k) consulting and cash management services to corporations. Hightower empowers its vibrant community of independent wealth advisors with capital solutions, operational support, size, and scale, helping them to grow their businesses and achieve their clients’ vision of “well-th. rebalanced.” Headquartered in Chicago with advisors across the U.S., Hightower operates as a registered investment advisor (RIA).

Our Culture: The Hightower Way

Our commitment to culture is paramount, demonstrated daily through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace diverse perspectives, and demonstrate an uncompromising dedication to excellence.

Your Future Team: The Lerner Group

The Lerner Group leverages decades of industry experience to expertly serve their wealth management clients. They cater to high net worth individuals, foundations, profit sharing, and pension plans, striving to tailor their service to each family’s unique needs. The Lerner Group believes in the consonance between values and investments, fostering stronger communication, education, and wealth planning decisions across all generations.

The Role: Wealth Management Intern

We are seeking a successful and highly motivated Wealth Management Intern. The ideal candidate is a multi-tasker at heart, possessing strong communication skills and a problem-solving mindset, thriving in a fast-paced and evolving organization. You should be coachable, eager to learn, and capable of consistently performing at a high level under variable workloads. As a rapidly growing company, Hightower offers plentiful opportunities for internal growth and career development. You will report directly to the Operations Manager.

What You’ll Do (Key Responsibilities)

• Assist with processing client requests, including profile updates.
• Support the Operations Manager with various special projects.
• Help set up new investment accounts and prepare comprehensive customer welcome packets.
• Prioritize and organize workflow, and prepare key documents for client meetings.
• Assist the Operations team with research regarding accounts, policies, and procedures.
• Manage compliance-related tasks for the Operations team.
• Complete necessary filing and diligently maintain client files.
• Review previous day’s activity to ensure accuracy and completeness.
• Offer administrative and office management support to the team.

Qualifications

• Current full-time undergraduate student.
• Preferred GPA of 3.0 or above.
• Actively pursuing a Bachelor’s degree in a related discipline (e.g., Finance, Economics, Business Administration, Accounting).

What You’ll Bring (Desired Skills & Attributes)

• Strong written and verbal communication skills.
• Organized, dependable, and detail-oriented.
• Ability to work independently and manage time effectively.
• Comfortable asking questions and communicating when help or clarification is needed.
• Familiarity with common office software: Excel, Word, and Adobe.

Commitment to Diversity & Inclusion

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Work Authorization

You must be a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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