Connecticut Wealth Management (CTWM) is a well-established, fast-growing, independent, registered investment advisory firm. CTWM has been voted Connecticut’s #1 Best Places to Work for three years in a row and Connecticut’s #1 Healthiest Employers.

Our financial advisors offer personalized strategies designed so each client can identify, plan, and work toward their unique financial goals. Our clients are at the epicenter of everything we do – they are the reason we love our jobs, the motivating factor behind every decision we make, and the sole reason we are in business.

We are committed to turning life’s aspirations into reality for our clients and team.

Position

Connecticut Wealth Management is seeking a highly capable individual to serve as our Wealth Management Intern. Individuals in this position will work across the Connecticut Wealth Management team, as well as work directly with the firm’s leaders. This is an in-office role only.

Responsibilities include:

• Assist financial advisors and their teams with meeting preparation and client work.
• Gather, organize, and maintain financial data and supporting documentation.
• Conduct investment and planning-based research.
• Analyze financial data.
• Work with our internal teams – such as the Marketing and HR teams – coordinating client and team activities and events.
• Support projects across the firm including those from our Investment and Financial Planning committees.
• Support the mission of Connecticut Wealth Management as needed.

Qualifications:

• A desire for a career in the financial services field.
• The candidate for this position must be detail-oriented and organized.
• The candidate must have the ability to work with a diverse team and strong communication skills – both written and verbal.
• The ideal candidate should have excellent Microsoft Office skills.
• Working knowledge of basic financial, investment, and tax concepts is helpful but not required.
• No prior experience in this field is expected, but a strong desire to learn is necessary.

Application Instructions:

• Submit a resume and cover letter that states why you are interested in this internship. Resumes will not be accepted without a cover letter.
• Also, in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions, as well as to help us get to know you.
• Please follow these exact instructions for your resume to be considered for this internship opportunity. 

To apply, please send your resume to Deborah Hopper at careers@ctwealthmgmt.com