Intern Paid - Part Time

Vertis Wealth is seeking a motivated and detail-oriented Intern to join our team. This role offers hands-on experience in a dynamic, client-focused wealth management firm. The Intern will support all areas of the company with a variety of tasks, including client service outreach, marketing research and development, and administrative duties.

Key Responsibilities:

• Client service outreach and appointment scheduling
  
  
• Conduct market research
  
  
• Support the financial planning process through data entry and analysis
  
  
• Participate in internal meetings and training sessions
  
  
• Provide general administrative and operational support
  
  

Qualifications:

• Currently pursuing a degree in Finance, Business, Economics, or a related field
  
  
• Strong analytical and organizational skills
  
  
• Proficient in Microsoft Office Suite, especially Excel
  
  
• Excellent communication and interpersonal skills
  
  
• Eagerness to learn and contribute to a team-oriented environment