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
- Receive incoming client service calls in a friendly, warm manner
- Record notes from every client conversation in the Redtail database
- Complete and process client service work as needed
- Assist in any marketing efforts for our financial seminars
- Set client review appointments for advisors
- 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
- Complete and process client service work as needed
Knowledge, Skills & Abilities
- You are pursuing a bachelor’s degree in a related discipline
- Excellent problem solving and trouble-shooting skills
- Ability to work independently and adapt quickly to new technologies/systems
- Strong sense of personal courage and development
- Ability to be flexible, resourceful, quick to learn and adapt to change
- Solid written and active communication skills
- You view innovation and technology as a way of life
- You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future
Minimum Requirements
- Working knowledge of computers and software
- Ability to learn quickly
To be considered for the Harlow Wealth internship program, please email your resume to HarlowHR@harlowwealth.com