Position Details
About this role
Seasonal Branch Summer Associate role for college students to gain exposure to wealth management industry and branch operations. The associate supports administrative and operational tasks, observes financial advisors, and helps with projects that improve efficiency and client experience.
Key Responsibilities
- Assist with branch operational tasks and provide 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 operational support to ensure smooth branch operations
Technical Overview
The role is non-technical but operational: learning and supporting branch workflows tied to client onboarding, planning, and ongoing service processes. Participation in training and learning sessions is a key part of the onboarding.
Ideal Candidate
The ideal candidate is a college student interested in the wealth management industry and branch operations. They are comfortable supporting branch administrative and operational tasks, learning client onboarding and service processes by observing financial advisors, and contributing to projects that improve branch efficiency and client experience.
Must-Have Skills
Required Skills
Hard Skills
Soft Skills
Industry & Role
Keywords for Your Resume
Deal Breakers
Must be able to participate in learning sessions and complete assigned training
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