Do you want to be a
Financial Intern at
Eminence WM?

The Finance Intern will be part of a new and growing team of financial professionals with a project oriented focus towards the betterment of our day to day client financial targeted interactions. As a key member of the Eminence Team, the intern will work on building client portfolios and running various scenarios in our Eminence Portal technology system, assisting in client meeting preparation, and a variety of financial focused projects that will help the organization increase the high touch level of service we provide to clients.

Job Duties

  • Receive incoming client service calls in a friendly, warm manner
  • Record notes from every client conversation in the CRM database, alert Partners if issues arise
  • Input new clients in our eMoney database, running various scenarios
  • Be sure clients “vault” is up to date in all client eMoney records
  • Create appropriate client file for each new account – electronic and paper as needed. Move the client folder from a “prospect” to a “client”
  • Complete and process client service work as needed
  • Assist in any marketing efforts for our financial workshops
  • CRM data entry and running various client reports to categorize high net worth clients
  • Opportunity to attend meetings with prospective clients looking for a financial advisor
  • Learn how to act as a fiduciary through various trainings
  • Prepare and delivers daily business statistics as directed by manager
  • Consult with internal team members and advisors to assist in determining the best solution for the identified business problems

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 as a way of life and want to use the latest programming languages and engineering know-how to design digital solutions that transform global finance.
  • 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


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