Wealth Management Specialist, Sr. jobs in Tucson, AZ

Description

The TCI Wealth Advisors Wealth Management Internship Program immerses undergraduate students in a culture deeply rooted in exemplifying the firm’s core values by putting our clients needs first and caring about our TCI team of employees. This unique opportunity will provide real-world learning in developing and implementing comprehensive financial planning strategies with our team. This internship is open to students in good academic standing as a senior or second semester junior at the time of employment and pursuing a degree in Personal & Family Financial Planning with a minimum GPA of 3.25.  

During a twelve-week period from September 3, 2024 to November 22, 2024, students will be immersed with our Advisory teams to experience the process of wealth management as a relationship driven, client first, holistic process of empowering purpose filled lives. Through our thoughtfully designed program, interns will have experiential learning opportunities which include weekly personal and professional development workshops to develop and practice your skills to be a successful team member, training in service roles across the firm, mentorship by senior partners, as well as engagement with industry partners and centers of influence throughout the firm’s network of communities to gain a comprehensive overview of the wealth management industry.

Interns seeking to deepen their understanding of financial planning principles , application of advisory services and discover how, as a fiduciary, we deliver on creating client experience within the TCI standard of care. The program culminates with a capstone project focused on financial planning where you will have the opportunity to present to our Leadership Team and Financial Advisors.

Requirements

PRIMARY RESPONSIBILITIES

The Financial Planning Intern can expect to focus in the following areas reflective of TCI’s client standard of care:

• Investment management
• Tax planning and analysis
• Financial education for clients and their families
• Cash flow management
• Insurance planning/risk management
• Estate planning

Direct responsibilities may include, but are not limited to:

• Development and/or updating of cash flow and retirement planning models via EMoney
• Analysis of tax returns utilizing HolistiPlan software
• Social security analysis via Social Security Analyzer software
• Prospect and new client documentation and paperwork
• Conduct estate plan review
• Specific research projects as assigned
• Portfolio analysis

KNOWLEDGE, SKILLS & ABILITIES

• Passion for doing impactful work, accountability for actions, initiative to make visions a reality, integrity that places honesty and trust above all else, professionalism, and dependability.
• Committed to TCI’s mission, vision, and core values upholding the highest ethical behavior. Exemplify our values of being curious, collaborative, transparent, inclusive, and trustworthy.
• Experience utilizing financial planning software (EMoney, HolistiPlan, etc.) and client management software (Salesforce, Tamarac, etc.) preferred.
• Effective time management – highly adaptable to changing daily responsibilities with ability to effectively prioritize tasks.
• Demonstrated understanding and respect for the nature of highly confidential environments, documentation, and relationships.
• Strong verbal and written communication skills - ability to effectively communicate and build rapport with clients and Team TCI.
• Ability to work well with a team as well as independently – demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI has a relationship.
• Attention to Detail: Diligently attends to details and pursues quality in accomplishing tasks. Produces quality work in an accurate and timely manner.