Illumination Wealth Internship Opportunity

Illumination Wealth Management is a growing independent wealth management and planning firm in San Diego is looking for an intern in order to advance the profession.

Description:

For qualified, motivated applicants, this position offers exposure to virtually all facets of a fee-only comprehensive wealth management & planning practice. This position is unpaid and part time, school credit may be eligible.

Required Qualifications:

Candidates must be hard working and motivated self-starters with a passion for learning more about the financial planning and wealth management industry. This position presents an excellent opportunity to gain access to the wealth management industry as well as being exposed to a variety of different tasks that would collectively serve as a thorough introduction to the field of financial planning and investment management. Our ideal candidate is a well-rounded individual with strong financial and system skills with a track record of continuous improvement. Candidates should be able to work at least 2-3 days per week (10 – 15 hours per week) and must be exceptionally organized and detailed oriented.

Responsibilities Include:

Assist in the new client enrollment process (financial plan development, portfolio management)
Marketing Support Activities
Client Communication Support
Investment, Tax or Other Financial Planning Research
Special Financial Planning Related Projects
Financial Planning Operations and Administration Support

Qualifications:

Obtaining a degree in business (Finance, Economics or Accounting) from a four year college or university.
Must have experience with Excel and Word and be comfortable with technology
Excellent communication skills
Reliability and punctuality are musts
Hours per Week: 10 – 15 Hours: Flexibility on M-F between the hours of 7AM-4PM

Salary: Unpaid (School credit potential)

Desired Start Date: ASAP

Contact: Please complete the internship questionnaire by following this link IWM Internship Questionnaire AND send resumes only to michelle@illuminationwealth.com.

All questionnaires and resumes will be reviewed. Any candidate that meets our qualifications and criteria will be contacted.