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Wealth Management Intern
Moss Adams
Seattle, WA, United States
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Description
Moss Adams brings more West to business. More than a location, it’s a way of doing business—an ethos in which innovation thrives and optimism abounds. At Moss Adams, we’re excited by the greatness of possibility and the extraordinary potential for companies and individuals to prosper.
With more than 2,900 professionals across 20-plus locations in the West and beyond, we provide the world’s most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity.
Here, you’ll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That’s why we offer opportunities to build your skills and explore your career in a supportive environment.
At Moss Adams, where you take your career is up to you.
Moss Adams is currently seeking Wealth Management Interns for Summer of 2019 in multiple office locations. Our interns gain knowledge of the firm's Consulting practices through working with multiple clients across a variety of industries.
As a Wealth Management Intern, you will assist with the preparation of asset allocation and trade analysis, draft financial plans, and other projects alongside our other practitioners. Wealth Management interns will also attend client meetings and see clients in various stages of engagement with the firm.
Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
Qualifications:
Please note: You must attach your resume, cover letter, and unofficial transcripts to your online application. Current students attending schools where Moss Adams actively recruits must complete the application through both your campus career center and our careers website. Failure to do so may prevent your application from being considered.
• Must be enrolled in a Bachelor’s or Master’s degree program, Financial Planning or related degree preferred
• Technology-related coursework highly desirable
• At the start of the internship, eligible candidates must be within 6-15 months of completing coursework
• Excellent customer service skills
• Creative problem solving, critical thinking and research skills
• Strong written and verbal communication and interpersonal skills
• Ability to work effectively both as part of a team and independently
• Highly motivated and takes initiative with professional growth and development
• Ability to adapt to a changing work environment, including the use of software, systems and technology
• Outstanding organization and project management skills
• Ability to take direction and exercise sound judgment, tact and diplomacy
• Ability to travel to client locations, which may include occasional overnight stays (travel expectations vary by department and office location; talk to your local recruiter regarding specifics)
• Ability to work overtime, as needed
• Proficient with Microsoft Office
• Must be legally authorized to work in the United States on a full-time basis upon hire. Moss Adams will not consider candidates for this position who require sponsorship for employment visa status now or upon full-time hire (e.g., H-1B status).
Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.