Wealth Advisory Intern
C.H. Douglas and Gray Wealth Management is an independent registered investment advisor (RIA) dedicated to helping individuals and families make confident financial decisions. We are launching a Future Advisor Internship Program to develop high-potential university students who want to build careers in financial planning and investment advisory.
You will work directly with senior advisors, sit on client meetings, and contribute to real planning and portfolio work while learning how a fiduciary firm actually operates.
What You'll Do:
- Assist advisors in preparing client financial plans and meeting materials
- Build net worth statements and cash-flow analyses
- Support retirement projections and planning scenarios
- Draft internal client summaries and follow-up notes
- Observe client meetings and portfolio reviews
- Participate in investment research and performance reporting
- Maintain CRM records and documentation
- Contribute ideas to improve the client experience
What You'll Learn:
- How fiduciary advisors think and make recommendations
- The fundamentals of comprehensive financial planning
- Asset allocation and portfolio construction
- How client relationships are built and maintained
Who We're Looking For:
- Sophomore or Junior majoring in Finance, Economics, Business, Accounting, or related field
- Interest in becoming a financial advisor
- High integrity
- Curious, coachable, and accountable
- Prior leadership experience is a plus (clubs, athletics, entrepreneurship)