For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $321 billion in total client assets as of December 31, 2021, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. A line of business within Wealth Management, BNY Mellon Investor Solutions includes the firm’s institutional multi-asset solutions business.

WEALTH MANAGEMENT INTERNSHIP

This internship offers a unique learning experience in the world of personal financial planning and an opportunity to be creative on a day-to-day basis. Also, the intern will be instructed in the fundamentals of financial products and strategies including mutual funds, ETFs, annuities, life insurance, long-term care insurance, estate planning, and taxation. Additionally, the intern will participate in educational sessions to help further his or her future career endeavors.

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Not require sponsorship for employment visa status in the region where they apply. Participants may be offered a place on the following year’s Summer Intern Programme, which serves as a pipeline towards full time employment. “Transparency is at the core of our success. We provide a transparent work environment where every employee understands how they are appraised, paid, and promoted.” Zippia allows you to choose from different easy-to-use Wealth Management Internship templates, and provides you with expert advice. Using the templates, you can rest assured that the structure and format of your Wealth Management Internship resume is top notch.

Insurance

Candidates are typically entering their junior year of undergraduate study, have a strong record of academic achievement and campus, community or athletic leadership, and have a clearly demonstrated interest in financial markets. Prepare a wide-range of client reports, including investment updates, investment portfolio analysis, cash flow projections, net worth reviews, tax analysis, and insurance reviews. Called a “reverse internship,” the RBC Wealth Management program is modeled after reverse mentoring, a two-way approach where older executives mentor, and get mentored by, younger employees. I had ‘Summer Intern’ down on my resume for last summer, when I interned for a BB’s Wealth Management branch in Atlanta. My responsibilities were researching different securities as well as creating some spreadsheets, as well as the usual financial advisor’s grunt work. A few friends saw my resume and recommended that I change the title of my position to ‘Summer Analyst’ or Summer Analyst Intern’ and so on.