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Entry level — Intern

This position will help you gain experience in wealth management, with an eye to getting your licenses, and positioning yourself to possibly join a team permanently by becoming a client service associate, group director, analyst, or financial advisor.  You will learn the inner workings of what goes into a wealth management practice, working on data management projects, research, event set-up, compliance submissions, etc.

Pay is $20/hour, to a maximum of 20 hours per week.  Location is in downtown DC, on an in-person basis, with a 6 month minimum commitment (maximum 10 months).  Remote work is not an option.  Applicants are required to show proof of eligibility to work in the US.

What makes our practice unique is our focus on investors who don’t fit the stereotypical mold.  We seek to provide a seat at the investment table to women, people of color, and members of the LGBT community, who are typically underserved.  Candidates from these communities are encouraged to apply.