Wealth Management Intern - 2024

Moss Adams

Oct 20, 2023

Applications are closed

Internship
Full-time
Off-cycle Internship
Banking & Finance
Seattle

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Requirements

Must have completed or be enrolled in a Bachelor’s or Master’s degree program; Financial Planning or related degree preferred
Eligible candidates must have academic courses remaining at the end of the internship
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 in the future (e.g., H-1B status)
Preferred skills:
Technology-related coursework highly desirable
Excellent customer service skills; Ability to understand own and others' emotions to achieve desired goals
Creative problem solving, critical thinking and research skills; Organize information and exercise well-reasoned judgment
Strong written and verbal communication and interpersonal skills; Demonstrate confidence in decision making and poise in professional setting
Work effectively both as part of a team and independently
Highly motivated and embrace challenges as an opportunity to grow
Quickly adapt to a changing work environment, including the use of software, systems and technology
Outstanding organization and project management skills; Take responsibility for quality and timeliness of projects
Prepared 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

Responsibilities

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.

Moss Adams

Accounting

Industry

1001-5000

Employees

1913

Founded Year

Mission & Purpose

Each day is an opportunity to imagine and plan for tomorrow. To think ahead, anticipate, and peer around corners. To see what’s unfolding in our world. At Moss Adams, we believe in the power of possible. In the face of accelerating change—where so much seems unplanned, unmanaged, and uncertain—we’re inspired by the extraordinary potential companies and individuals possess to discover and claim their future. We advise clients at all intervals of development—from start-up to rapid growth and expansion, to transition—collaborating on what’s important to them and their business. Delivering a full spectrum of accounting, consulting, and wealth management solutions, we’re immersed in the industries we serve and contextualize engagements with guidance and insight tailored to the nuances of each situation. We view the world through new ideas and help our clients elevate their business performance. Join us as we help clients create and manage the future, and rise. Upward. Our service lines include: ● Assurance ● Tax ● IT Consulting ● Strategy & Operations ● Transactions Consulting ● Individual Wealth Management ● Institutional Wealth Management