Branch Summer Associate - Jackson, TN 3LN

This temporary Branch Seasonal Associate position gives college students insight into wealth management and how branch operations run. The role includes administrative support, observation of financial advisors, and helping with projects that improve client experience.

• Assist with branch operational tasks and general administrative support
• Observe financial advisors and learn about client onboarding, planning, and service processes
• Support projects that improve branch efficiency and client experience
• Participate in learning sessions and complete assigned training
• Provide support that enhances client experience

This is a non-technical role emphasizing learning and support within wealth management operations. Work involves exposure to client onboarding, planning, and client service processes, along with participation in learning sessions and training.

The ideal candidate is a college student seeking exposure to the wealth management industry and branch operations. They can support branch administrative needs, observe financial advisors, and contribute to projects focused on improving client experience and branch efficiency. They are eager to learn and complete assigned training.