craiglist newyork -: Wealth Management Team Seeking Summer Term Intern: Starts Next Week (Midtown)

Wealth Management Team Seeking Summer Term Intern: Starts Next Week (Midtown)

Intern Wanted:

One of the leading Wealth Management teams in New York area and across the country for the Northwestern Mutual Wealth Management Company is looking for a new team player!

We are looking for a motivated individual with a strong work ethic. This position calls for someone who wants to be a team player and who is looking to grow in responsibility and familiarity with insurance and investment sides of financial planning. You will become part of a highly motivated no "BS" team that relies on their players to play their position (. . .by the way, this position is shortstop not right field). Please do not reach out if you already know you are not out going, hard working and most importantly a kind soul. We are looking for that rare combination of possessing the ability to consistently work extremely hard in a detailed environment obtaining success by helping other people.

Specific responsibilities include but are not limited to:

Sales Support:
-Familiarizing with different product lines and knowledge
-Modifying financial planning software, learning our approach to asset/liability assessment
-Compliance, filing, storage, FINRA rules for distinguishing Investments/insurance
-Formulating relationships with other departments within the firm
-Photocopying, runners to various departments within the firm for investment or insurance processing
-Scanning, goal to create a paperless office culture for case prep storage:
-investor profiles, share class analyzers, time horizon, risk tolerance
-Researching hedge funds, locating contact information
-Client origination (401k -- ERISA Plan research project)
-Utilizing social networking connections via linked, FB, etc to prospect and market
-Morningstar mutual fund analysis to create diversified portfolio
-Client Servicing - scheduling follow-up appointments, creating new activities.
-Setting up computers, desks, chairs -- office engineering!
-Marketing campaigns -- Birthday cards, Newsletters, Mass emails, segmenting clientele
-Promote and update NMFN websites
-Referral gifting -- referrals, client appreciation
-Office efficiency and improvements -- buying dining set, tv's, power strips, new phones, computers, etc
-Expenses, budgeting
-Will Planning -- creating lawyer lists for associated clients
-"Center of influence" networking, help organizing attorneys and CPA's
-Mailing packages to post office
-Policy Delivery Acknowledgements, Financial Planning Balance Sheets, "pro forma cash flow charts"
-Delivering contracts, and creating client notes

Qualifications:
-Positive Attitude/ Self-Starter
-Excellent oral and written communication skills
-Exceptional analytical skills
-Strong organizational and time management skills
-High attention to detail and follow through
-Self starter with ability to work in a fast-paced environment as part of a team.
-Bachelor's Degree seeking in business, marketing, or related field or equivalent combination of education and experience.

* Time Frame Negotiable

• Compensation: n/a
• This is an internship job
• Principals only. Recruiters, please don't contact this job poster.
• Please, no phone calls about this job!
• Please do not contact job poster about other services, products or commercial interests.