Intern - Spring 2020

Domani Wealth - Lancaster, PA

Internship

DomaniWealth is an established wealth advisory firm with over two decades ofexperience in helping provide our clients and employees the opportunity for abetter tomorrow. We have maintained a strong client base due to our perpetualloyalty, discretion, and innovative wealth planning and investment management solutions.We do not have a sales culture; we are team-oriented and focused on creatingsuccesses for clients and team members alike. Since Domani Wealth is anindependent, fee-only wealth advisory firm, we can offer conflict-freeinvestment management solutions that place the client’s needs first.

To advance the firm’s mission, vision andvalues, we hire those who embody teamwork, curiosity, accountability,integrity, discretion, and positivity.

The Spring 2020 Rotational Internship Program provides an intern the opportunityto work full-time or part-time (January – May) and to…

· Support four practice groups within the firm: InvestmentStrategy Group (ISG), Wealth Advisory Group (WAG), Operations (OPS), andPractice Management (PM).

· Implement classroomlearning and create a positive impact for clients and team members.

· Experience uniquesituations and how to customize solutions for client needs.

· Gain a full perspectiveon wealth advisory services.

Internship Role

You’llaccomplish the following, but not limited to:

ISG Opportunities will include, but are not limited to

  • Support the ISG Portfolio Management team in the day-to-day oversight of client investment portfolios – i.e. prepare rebalances, cash management, implementation plans, proposals, etc.
  • Create and distribute due diligence reports and schedules on a daily, monthly, quarterly, and annual basis.
  • Perform trade order execution, buying and selling securities as directed by portfolio managers and/or advisors.

WAG, OPS, and PMOpportunities will include, but are not limited to

  • Attend client meetings and prepare performance and quarterly reports via the Wealth Advisory Group.
  • Obtain and maintain confidential client information in financial planning software, reporting software, and CRM.
  • Administer new and existing client account paperwork via the Wealth Advisory Group and custodians.
  • Monitor and reconcile asset transfers and cost basis on account openings and document maintenance.
  • Foster professional client relationships: coordinate signatures, answer questions via phone or email, etc.
  • Complete daily reconciliations related to the firm’s systems via the Practice Management Group.
  • Collaborate with the Manager of Tax and Financial Planning to understand of tax laws, review 1099 tax forms for reasonableness and coordinate with clients’ tax preparation firms.

FirmExpectations, but not limited to

· Implementthe attitude “no task is too small.”

· Understand,support, and live the firm’s vision, mission and values.

TechnicalQualifications

· Junior or Senior college student pursing a Bachelor’s inAccounting or Finance with 3.25 GPA

· Proficient Microsoft skills: Excel and Word

· Experiencewith financial industry software: Bloomberg or Morningstar is a plus

· A valid driver'slicense is required.

Salary

Compensationis competitive and based on industry standards.

Domani Wealth is an equal opportunity employer.

Job Type: Internship

Location:

  • 1869 Charter Lane, Lancaster, PA (Required)

Work authorization:

  • United States (Required)

Work Location:

  • One location

Schedule:

  • Monday to Friday