Wealth Management Intern

Wealth Management Intern - Dopkins & Company, LLP

Role Description

Our Dopkins Wealth Management Interns provide valuable assistance to our advisory team in the areas of comprehensive wealth management, financial planning, client interaction and special projects. And at Dopkins Wealth Management, we work as a team and work closely with Dopkins & Company, our affiliated CPA firm. This strategic partnership allows us to serve our clients in a variety of financial, tax and estate matters delivering solutions to solve all their financial needs.

As an Intern with Dopkins Wealth Management, you can expect to:

· Grow your knowledge of investment philosophy from a working knowledge to a mastery of understanding, working as part of a team

· Work closely with advisors to prepare for client meetings

· Learn and observe investment process and procedures

· Enjoy a strong collaboration with the entire Dopkins Wealth Management and Dopkins & Company team. We do not work in silos here… our mission is to create engaged, lifelong relationships and to put our clients at the heart of everything we do