2018 – Summer – Wealth Management Intern

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This position is part of the growing Charlotte, NC office of RSM US Wealth Management LLC and will work with advisors and other team members to serve a client base consisting of high net worth families and
business owners.


Assist with multiple client and practice related projects simultaneously
Assist with monitoring clients' investment portfolios to provide updates and progress reporting, re-balancing of asset allocation model and implementation of recommendations for portfolio re-balancing
Prepare & facilitate reports for Advisor for client review meetings
Assist in development of comprehensive financial plans for clients to identify problem areas, make recommendations and select appropriate investments compatible with the client's goals, risk tolerance, time horizon and expected rate of return
Use various tools (e.g., Black Diamond, eMoney Advisor, Morningstar, CRM) to research and provide investment portfolio and insurance analysis for prospects and clients
Consistently follow procedures to be compliant
Assist with the development and implementation of various marketing efforts 
Assist team with miscellaneous other projects as needed

Basic Qualifications:

Good communication skills for working with prospects, clients and team members
Pursuing an undergraduate degree in a financial planning related field (business, tax, finance, or accounting)  
Must be very detail oriented
Acceptable compliance record in prior position(s)
Ability to work, efficiently, effectively, and independently in order to see projects through to conclusion.
High proficiency in Excel 

 Preferred Qualifications:

Ambition to eventually become registered as an Investment Adviser Representative (Series 65 or designation such as CFP, CFA, ChFC)
Basic knowledge of investments
Business experience in the Wealth Management, tax or financial services industry a plus
Advanced experience with Microsoft office
Excellent verbal and written communication skills
Demonstrated client service skills
Strong mathematical and analytical skills
Strong attention to detail, accuracy and problem solving skills
Excellent organizational skills with the ability to prioritize multiple tasks, projects and assignments
Self-motivated and possess a sense of urgency
Strong ethical and professional standards
Flexibility, adaptability and strong team orientation 
You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Job ID req3620
Line of Business: Wealth Management
SubFunction: Family Wealth Services - WM
Job Type: Full Time
Req #: req3620
Location: 4725 Piedmont Row Drive, Ste. 300, Charlotte, NC US
Region: Southeast Region
Job Category: Wealth Management
Employment Type: Campus Intern
Degree Required: None
Travel: No
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