What are the responsibilities and job description for the Wealth Management Intern position at Mountain America Credit Union?
Please reference the schedule and minimum qualifications listed below before applying.
If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
Admin support
Job Description
Job Description Summary
This internship is designed to provide experience for a student interested in a wealth management career.
LOCATION
Tanner Building
7167 S Center Park Drive
West Jordan, UT 84084
SCHEDULE
Part-time; Flexible
To be effective, an individual must be able to perform each job duty successfully.
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
High school diploma or equivalent
Currently attending an educational institution with an emphasis in
Wealth Management, Business, Finance or Financial planning or related field
Managerial Responsibility
Has no supervisory/managerial responsibilities
Language Skills
Must have the ability to read, understand and carry out instructions in written and oral form.
Physical Abilities / Working Conditions
Physical Demands
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently. Ability to stand, walk, kneel and crouch occasionally
Vision Requirements
Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusual environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
About Mountain America Credit Union
Mountain America Credit Union has more than $5.6 billion in assets and serves more than 600,000 members, wherever they are, through online and mobile banking, 86 branches in five states, and provides access to more than 30,000 ATMs and 5,000 shared-branching locations nationwide. With credit union roots dating back to the 1930s, Mountain America has become a tradition for many members, offering a variety of financial products and services for consumers and businesses, including savings accounts, auto loans, checking accounts, mortgage loans, business checking, student loans, SBA loans and retirement options.
About The Wealth Management
The Wealth Management team oversees $1.3 billion in member assets and nearly 20,000 accounts. Wealth advisors at Mountain America are dual employees of the credit union and LPL Financial. This approach gives our advisors the tools and training they need to help members plan for the future, while allowing them to maintain the great service they are accustomed to receiving from Mountain America. LPL is one of the nation’s leading diversified services companies and the largest independent broker-dealer, supporting more than 12,000 financial advisors and 750 financial institutions nationwide.
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Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
Admin support
Job Description
Job Description Summary
This internship is designed to provide experience for a student interested in a wealth management career.
LOCATION
Tanner Building
7167 S Center Park Drive
West Jordan, UT 84084
SCHEDULE
Part-time; Flexible
To be effective, an individual must be able to perform each job duty successfully.
- Assisting in operational support on client accounts (calls, paperwork, maintenance)
- Learning how to connect with members & branch employees
- Learning how to prospect to members of the credit union
- Learning the financial planning process
- Observing advisor-client appointments
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
- Have a strong interest in pursuing a financial planning/wealth management career
- Exceptional interpersonal, communication, analytical and problem-solving skills
- Excellent organizational skills and ability to multitask
- Have some knowledge of financial markets and macro-level economic trends
- Strong analytical skills
- Highly inquisitive, focused and pro-active
- Good judgment and discretion when working with confidential information
High school diploma or equivalent
Currently attending an educational institution with an emphasis in
Wealth Management, Business, Finance or Financial planning or related field
Managerial Responsibility
Has no supervisory/managerial responsibilities
Language Skills
Must have the ability to read, understand and carry out instructions in written and oral form.
Physical Abilities / Working Conditions
Physical Demands
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently. Ability to stand, walk, kneel and crouch occasionally
Vision Requirements
Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusual environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
About Mountain America Credit Union
Mountain America Credit Union has more than $5.6 billion in assets and serves more than 600,000 members, wherever they are, through online and mobile banking, 86 branches in five states, and provides access to more than 30,000 ATMs and 5,000 shared-branching locations nationwide. With credit union roots dating back to the 1930s, Mountain America has become a tradition for many members, offering a variety of financial products and services for consumers and businesses, including savings accounts, auto loans, checking accounts, mortgage loans, business checking, student loans, SBA loans and retirement options.
About The Wealth Management
The Wealth Management team oversees $1.3 billion in member assets and nearly 20,000 accounts. Wealth advisors at Mountain America are dual employees of the credit union and LPL Financial. This approach gives our advisors the tools and training they need to help members plan for the future, while allowing them to maintain the great service they are accustomed to receiving from Mountain America. LPL is one of the nation’s leading diversified services companies and the largest independent broker-dealer, supporting more than 12,000 financial advisors and 750 financial institutions nationwide.
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Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.