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AWM Internship
We understand what it takes to create value and build wealth at Achilles Wealth Management. The value of AWM is the company’s ability to attract and retain the most talented and motivated professionals in the industry. Are you interested in learning more?
Job details

Pay
$12 an hour

Job type
Part-time

Shift and schedule
Day shift

Work setting
Remote


CLIENT SERVICES ASSOCIATE
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Provides non-advice-related support to clients, including:
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Preparing standard client reports.
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Maintaining contact with clients to provide or obtain updated information.
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Scheduling client meetings.
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Responding to administrative client queries.
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Resolves basic and routine client account issues.
FINANCIAL PLANNER/ADVISOR
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Provides financial planning services.
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Serves as an in-house expert on financial planning issues.
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Actively manages a client portfolio using individual securities or a combination of securities and third-party managers.
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Participate in or lead the development of an investment strategy.