What are the responsibilities and job description for the Summer Finance Intern position at Liang & Quinley Wealth Management?
About the Role:
Join Liang & Quinley Wealth Management as a Finance Intern and immerse yourself in the dynamic world of finance and investment management. This exciting opportunity allows you to gain hands-on experience while supporting our team in delivering exceptional financial services to our clients.
Program Details:
- 8 week Summer program (flexible on exact dates)
- 3 days in office/week
- Reporting time 9:30am-4:30pm
- $16/hour
Responsibilities:
- Conduct market research to support investment strategies and recommendations.
- Participate in meetings and take detailed notes for follow-up actions.
- Help maintain and update client databases and financial models.
- Collaborate with team members on various projects and initiatives.
- Participate in training sessions to enhance financial knowledge.
- Provide administrative support as needed to ensure smooth operations.
- Assist with the preparation of our annual charity golf tournament
- Other Duties as assigned
Requirements:
- Pursuing a degree in Finance, Economics, Marketing or a related field.
- Strong analytical skills with attention to detail and accuracy.
- Excellent communication and interpersonal skills.
- Strong work ethic and eagerness to learn about wealth management.
About Us:
Liang & Quinley Wealth Management has been serving clients in Irvine, CA, for over a decade, providing tailored financial solutions that foster long-term relationships. We pride ourselves on our personalized approach and commitment to our clients' financial success, while our employees appreciate our collaborative culture and opportunities for professional growth.
Salary : $16