Intern Paid - Part Time/Full Time jobs in United States
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Vertis Wealth · 1 month ago

Intern Paid - Part Time/Full Time

positionChicago, Illinois, United States
timeInternship
remoteOnsite
seniorityIntern
money$20/hr - $20/hr

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, supporting various tasks including client service outreach and marketing research.

Financial Services

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

Qualification

Microsoft Office SuiteAnalytical skillsOrganizational skillsCommunication skillsEagerness to learnInterpersonal skillsTeam-oriented

Required

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

Company

Vertis Wealth

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LET’S CREATE YOUR LEGACY, ONE VICTORY AT A TIME.
dateFounded in 2025
people-size11-50 employees
web-link
https://vertiswealth.com

Funding

Current Stage
Early Stage
Company data provided by crunchbase