Harlow Wealth Management Internship Program
Harlow Wealth Management is a passionate financial firm that is not only a family business, but treats all its employees as such! You will gain an understanding, first hand, of the values, concepts, and protocols you are learning about in the classroom. Learning the day-to-day of a firm like ours will be invaluable professional knowledge. Explore below to see if Harlow is the right place to get you real-world experience.
Job Duties
- Complete and process client service work as needed
- Retrieve financial statements for advisors from custodian and insurance carrier website
- Organize, file, and manage client documents and records
- Develop understanding of annuities, life insurance products, and retirement accounts through specialized training sessions
- Handle various small and large-scale projects utilizing excel in order to organize, cleanup and analyze data
- Opportunity to attend meetings with prospective clients looking for a financial advisor
- Consult with internal team members and advisors to assist in determining the best solution for the identified business problems
- Assist in any marketing efforts:
- Client or prospect events
- Plan, create and schedule engaging content for Harlow’s Social Media channels.
Knowledge
- Intermediate knowledge of Microsoft Office (Word, Excel and Outlook)
Skills
- Excellent problem solving and trouble-shooting skills
- Solid written and active communication skills
Abilities
- Ability to demonstrate persistence to achieve quality
- Ability to prioritize day-to-day tasks, projects and manage time
- Ability to work independently and adapt quickly to new technologies/systems
- Ability to be flexible, resourceful, quick to learn and adapt to change
Attributes
- Enjoys completing and processing documents
- Highly organized with strong follow-thru
- Willing to work as part of a team
- Self-directed initiative
Minimum Requirements
- Pursuing a Bachelor's degree in a Accounting, Business, Finance or related discipline
- 3.0 GPA in major as well as cumulative GPA
- Authorized to work in the U.S.
To be considered for the Harlow Wealth internship program, please email your resume to HarlowHR@harlowwealth.com