Client Events Intern | Wealth Management Firm

SWMG
  • Fort Worth, TX
  • $20 Per Hour
  • Part-time
  • Quick Apply
23 days ago

Job Description

Program OverviewTitle: Strittmatter Wealth Management Client Event InternCompensation: $20 Per Hour Location: Fort Worth office and venue locations around DFWDriving: This requires driving to locations around DFWHours: Flexible: 10-15 Hours Per Week, Tuesdays and Thursday from 5-8pm, Fridays from 12-4:30pmDress Code: Business ProfessionalReady to transform your campus leadership and social skills into a high-visibility, prestigious career move? Steer your ambition into an exclusive role where you will run high-end client events, build an elite professional network, and fast-track your career path in the fast-growing field of wealth management.Program OverviewThe Client Event Internship provides college students with immersive experience inside a professional wealth management firm. Interns support client events and experiences that strengthen advisor relationships, enhance client experience, and support firm growth.This opportunity is especially well suited for Finance majors who thrive on challenge, crush goals, and are ready to leave a lasting mark. We're looking for someone who is extremely personable, charismatic, and who embodies the highest integrity. This career path offers career growth potential and a trajectory unmatched in the industry. You will be playing a key role in scaling out a multi-office, boutique RIAWhat You'll LearnPlan and execute professional client appreciation events, educational seminars, prospect events, and community initiativesDevelop project management, organizational, leadership, and professional communication skills.Communicate professionally with clients, advisors, executives, and vendorsUnderstand how client events support business development, prospect engagement, and appointment conversionWho We're Looking ForA dynamic, prestigious, and ambitious Finance student who wants to combine their leadership, relationship-building, and event-planning experience with real-world exposure to wealth management.Currently pursuing a bachelor's degree in finance, Financial Planning, Economics, Accounting, or a related business fieldProfessional, outgoing, confident, and comfortable meeting new peopleStrong written and verbal communication skills are importantAble to maintain confidentiality and exercise sound judgment in a professional environmentInternship DetailsCompensation: $20 per hourSchedule: Year-round internship, 10–15 hours per weekFlexibility: Hours may be adjusted around the academic schedule, including midterms and final examsMajor Events: Hours may increase during major client events with advance notice and supervisor approvalProgram Length: Ongoing throughout the academic year, with the opportunity to continue for multiple semesters based on performance and business needsMost client events occur during evenings or outside traditional business hoursCareer OutcomesGraduates of this program will build practical experience applicable to careers in wealth management, financial planning, business development, client experience and relationship management, and corporate events. You will gain valuable résumé experience through real projects, professional client interactions, budgets, events, and business-development initiatives. Build your résumé. Build your network. Learn the business. Start your career before graduation.

Job Posted by ApplicantPro

Numbers & Facts

LocationFort Worth, TX
Job TypePart-time

Skills

  • Accountingunmatched
  • Budgetingunmatched
  • Business Developmentunmatched
  • Communication Skillsunmatched
  • Corporate Event Managementunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Support/Serviceunmatched
  • Economic Planningunmatched
  • Event Managementunmatched
  • Financeunmatched
  • Financial Planningunmatched
  • Leadershipunmatched
  • Presentation/Verbal Skillsunmatched
  • Project/Program Managementunmatched
  • Seminarsunmatched
  • Student Financial Servicesunmatched
  • Wealth Managementunmatched
  • Writing Skillsunmatched

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