Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will support all areas of the company with a variety of tasks, including client service outreach, marketing research and development, and administrative duties.
Key Responsibilities:
Client service outreach and appointment scheduling
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Conduct market research
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Support the financial planning process through data entry and analysis
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Participate in internal meetings and training sessions
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- Provide general administrative and operational support
Qualifications:
Currently pursuing a degree in Finance, Business, Economics, or a related field
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Strong analytical and organizational skills
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Proficient in Microsoft Office Suite, especially Excel
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Excellent communication and interpersonal skills
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- Eagerness to learn and contribute to a team-oriented environment
