SCO Wealth Management 2024 Summer Intern
Our mission is to help our clients achieve their goals and help them manage their financial lives.
You should apply if:
- You are interested in learning about all aspects of financial planning:
- Investment management and capital markets
- Tax planning
- Insurance and risk management
- Estate planning
What to expect:
- Our interns will participate in the three core areas of wealth management:
- Financial planning
- Our interns will learn our goals-based financial planning approach. We will teach them how we can change our client’s inputs and behaviors to increase the likelihood of accomplishing their goals.
- Investment management
- Our interns will develop a deep understanding of all capital markets. We will help them understand how we build our portfolios tailored to our client’s needs.
- Business development
- Our interns will learn how to source and acquire new leads. They will learn how to move through the entire sales process. They will learn how to run sales calls and sales meetings.
Criteria:
- Status: Full time student entering junior or senior of college
- Minimum GPA: 3.00
- Major: Finance, Business, Accounting, Communications
How to apply:
Email your resume to thomas.oconor@scowm.com. We will reach out to schedule a Zoom interview where we will discuss the details of the internship and next steps.
Internship is from June 10th 2024 – August 9th 2024 Application Deadline 05/01/2024