What are the responsibilities and job description for the Intern position at Castlepoint Wealth Advisors?
Company Description
Castlepoint Wealth Advisors is an independent Registered Investment Advisory (RIA) firm that specializes in providing investment and wealth management advice to individuals and families. With no connection to broker-dealers, the firm ensures that its guidance is objective and unbiased. Dedicated to aligning values with client goals, Castlepoint is committed to delivering personalized, conflict-free financial advice. Clients receive support from knowledgeable and caring advisors to achieve their financial and life aspirations. The firm's mission is to instill peace of mind by putting clients first.
Role Description
This is an on-site internship role located in Oklahoma City, OK. As an intern at Castlepoint Wealth Advisors, you will assist in various tasks such as conducting financial research, preparing reports and presentations, and supporting client relationship-building activities. You will work closely with team members to provide analytical support and help ensure the delivery of high-quality financial advisory services. This position will provide hands-on experience in wealth management practices in a collaborative and professional environment.
Qualifications
- Strong analytical and research skills to support financial decision-making and reporting
- Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word
- Excellent written and verbal communication skills
- Attention to detail and organizational skills for accurate reporting and task management
- Ability to work collaboratively in a team environment
- Currently pursuing a degree in Finance, Economics, Accounting, Business Administration, or a related field
- Experience or coursework in financial planning, investments, or related areas is a plus