This return-to-work internship opportunity is part of the Financial Planner Re-Entry Initiative
What is a Re-Intern?
A Re-Intern is someone who has experienced prior career success in the financial services industry, has been voluntarily out of the workforce for at least two years, and now wants to “on-ramp” to the wealth advisory business. The Re-Internship will last for 6 months and the successful Luma Wealth Re-Internship may lead to a full time position working towards becoming an advisor to high net worth individuals and families.
The Re-Internship is an opportunity to work closely with a dynamic and innovative team at a leading financial planning and wealth advisory firm. During this time, the intern will gain invaluable experience in terms of understanding the financial planning process and analysis, portfolio management, client relationship building, implementation, trading, thought leadership, marketing, business development and more. The position will focus on hands-on learning as well as education and includes professional, technical and administrative work.
To find out more about Luma Wealth Advisors, visit www.LumaWealth.com. Luma Wealth strongly believes in the value of internships to both interns and the companies that sponsor them. Our goal for this program is for the Re-Intern to be prepared to launch a successful and fulfilling career in the wealth management advisory business.
What the Re-Internship Looks Like
The Re-Internship is a paid, six-month, full-time position, beginning in January 15, 2018.
This position will include three types of work:
Work that provides the Re-Intern with hands-on learning about how to be a financial planner while supporting the work Luma Wealth Advisors does for its Clients.
Work in support of the Re-Intern’s learning and growth, such as participation in professional meetings and organizations, attending unique educational and social events, access to industry leaders and resources and individual mentoring.
Work in support of Luma Wealth’s day-to-day operations, such as database management and administrative responsibilities.
Duties will vary and evolve over time, but will include:
Financial plan and update preparation for Client meetings and participation in Client meetings.
Actively working with financial planning software, Emoney, and scenario building with clients. (e.g. research, financial planning software input and report generation, data consolidation in support of financial planning projects, onboarding clients to software and maintenance, etc.)
Participation in niche market events
Projects around building content for niche markets
Business Development support (e.g. analyzing and tracking Client base data, developing metrics and dashboards, researching new markets and opportunities, etc.)
Attending and contributing to Client Relationship team meetings, advisor team meetings and ad-hoc project teams.
Client Service support (e.g. preparing paperwork, etc.)
Administrative responsibilities (e.g. scanning and filing, answering phones, Client digital folder clean-up, system updates for SEC compliance, etc.)
Data entry, database clean-up, maintenance, and quality control
Hold a Bachelor’s Degree or higher
Have been voluntarily out of the workforce for at least two years
Be looking to enter the financial planning profession and be enthusiastic about participating in the financial planning/wealth advisory community
Be trustworthy, ethical, hard-working and professional
Demonstrate excellent written, verbal and technical skills
Be detail-oriented and able to manage tasks and projects through to their successful conclusion
Have strong relationship building skills and the desire to leverage your life experiences to relate to clients and help them achieve their goals
Enjoy working as part of a team as well as be able to work effectively and efficiently on their own
At Luma Wealth Advisors, we understand that women appreciate working with an advisor who takes the time to listen, an advisor who they can trust.We pride ourselves on delivering comprehensive wealth management solutions that go beyond client expectations, with an understanding that women are not all the same. Our clients have unique financial needs and professional goals. They want different thing...s out of life, and face their own challenges and life circumstances. We are dedicated to helping our clients create a wealth plan that helps them through life’s transitions so that they achieve their personal dreams.It is equally important to us to have a team of knowledgeable advisors who embrace our philosophy, enjoy working together and are dedicated to what they do. We foster a collaborative team environment, where new ideas are welcome and colleagues work together to deliver exceptional results that set us apart.