What are the responsibilities and job description for the Intern - Private Wealth Management/Advisor Consulting position at Meeder Investment Management?
Description
Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement*.
Meeder’s advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder Advisor Consulting works with financial advisors to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Overview
The Investment & Advisor Consulting Intern will gain hands-on experience by supporting both the Private Wealth Management (PWM) and Advisor Consulting teams. This role provides exposure to investment research, portfolio management, business development, and client service while working alongside experienced professionals.
As part of the PWM team, the intern will assist with investment research, market commentaries, performance reporting, and portfolio analysis, gaining insight into managing customized client portfolios. On the Advisor Consulting side, they will support business development efforts by assisting with advisor outreach, CRM management, and competitive analysis, helping to strengthen relationships with financial advisors.
This internship offers a comprehensive experience in wealth management and investment sales, providing valuable industry knowledge, mentorship, and hands-on projects that can serve as a foundation for a career in asset management, financial advisory, or investment consulting.
Qualifications
Position Requirements
Applicant Requirements
Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder
Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement*.
Meeder’s advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder Advisor Consulting works with financial advisors to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Overview
The Investment & Advisor Consulting Intern will gain hands-on experience by supporting both the Private Wealth Management (PWM) and Advisor Consulting teams. This role provides exposure to investment research, portfolio management, business development, and client service while working alongside experienced professionals.
As part of the PWM team, the intern will assist with investment research, market commentaries, performance reporting, and portfolio analysis, gaining insight into managing customized client portfolios. On the Advisor Consulting side, they will support business development efforts by assisting with advisor outreach, CRM management, and competitive analysis, helping to strengthen relationships with financial advisors.
This internship offers a comprehensive experience in wealth management and investment sales, providing valuable industry knowledge, mentorship, and hands-on projects that can serve as a foundation for a career in asset management, financial advisory, or investment consulting.
Qualifications
- Strong time management, multitasking, and organizational skills.
- Collaborative mindset with the ability to work across departments.
- Critical attention to detail and strong analytical skills.
- Strong interest in investments, sales, and marketing within the financial services industry.
- Intermediate to advanced Excel skills preferred; familiarity with investment research platforms is a plus.
- Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management’s registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.
Position Requirements
Applicant Requirements
- Must be a recent college graduate or a rising Junior or Senior
- Desired major – Finance, Business, Economics or related field
- Minimum GPA of 3.0
- Resume
- Ability to independently secure housing
Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder
- Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management's registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.
