Financial Planning Internship

Industry: Finance
Program City: Chicago

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Note: This is a sample internship of a past placement in a Dream Careers Internship Program. Learn more about the internship placement process.

Company Info

Leslie Global Wealth is a boutique wealth management firm specializing in the coordination of Investment Planning, Insurance Planning, Tax Planning, and Estate Planning. Our core competencies are asset management and insurance planning. Our mission is to provide peace of mind and financial security for our clients by ethically maximizing their financial value. By focusing on superior service, client goals, and working as a team with the client and other professionals, Porrey Leslie and Associates, LLC pr...

Internship Description

This internship offers the ability to gain insights into the many arenas of running a competitive asset management firm. Working in a small boutique firm will allow the intern access to all of the various sides of owning and operating a business, as well as the investment research side. Some of the responsibilities will include: Assisting in preparing client reviews and client proposals, analyzing client accounts, providing clients/advisors with investment research when requested, assisting in building a...

Disclaimer: This is a sample internship of an opportunity you could secure with the Dream Careers Internship Program. We offer customized internship placement at over 3,500 companies for all program participants and guarantee your placement in your industry or you receive a full-refund of the program tuition. Learn more

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The $35 application fee is payable by credit or debit card online. Before you apply, review elibility requirements and ensure you qualify as the application fee is non-refundable.