Yeske Buie, a leading wealth management firm, is seeking an intern for the summer in our Vienna, VA office. We are looking for candidates from financial planning programs. The position includes professional, technical and administrative work. To find out more about Yeske Buie, go to www.YeBu.com.
This internship is a rare opportunity to work closely with a dynamic and innovative Financial Planning Team and support staff. During this time, you will have an inside look of what Financial Planners truly do. You’ll gain invaluable experience in terms of understanding portfolio management, the planning process, trading, etc. Exceptional interns have the opportunity to earn a full-time position with the firm as an Assistant Financial Planner or Financial Planning Resident.
Duties, will vary over time, but will include:
• Preparing several types of financial reports for Client meetings and have an opportunity to sit in on at least one meeting with a Client to discuss their portfolio and address other queries. • Creating and uploading Client Investment Policy Statements to the Client Private Pages® on the company website. • Asset management support (ex. research, reviewing Client accounts, unrealized/realized gains tracking, checking for margin balances in Client accounts). • Financial planning support (ex. research, data consolidation in support of financial planning projects, testing new software for application at the firm). • The opportunity to learn seven or more software programs to enhance your financial planning acumen. Other Responsibilities: • Answering Phones • Business Development support (ex. tracking Client data, preparing marketing mailings, supporting social media output) • Client Service support (ex. preparing paperwork) • Administrative responsibilities (ex. scanning and filing, Client digital folder clean-up and system updates for SEC compliance) • Data entry, database clean-up, maintenance and quality control
Logistics: This is a paid position. Yeske Buie will reimburse for airfare (as necessary), but the intern is responsible for securing accommodations for the summer.
• Be trustworthy, ethical, hard-working and professional • Be detail-oriented and able to manage tasks and projects through to their successful conclusion • Enjoy working as part of a team as well as be able to work effectively and efficiently on their own
Please submit your resume, cover letter and unofficial transcript to be considered for this position.
About Yeske Buie
Yeske Buie is a prominent national wealth management firm with a mission of helping our clients harness their material and human resources in pursuit of their Live Big® life. Yeske Buie provides financial planning and asset management services and has over $700 million under management with a target of $1 billion under management. The founders of Yeske Buie, David B. Yeske, CFP® and Elissa Buie, CFP®, are leaders in the profession, both having been Chair of the Financial Planning Association (US). They are published writers (including The Journal of Financial Planning) and frequent speakers, both nationally and internationally and are active as Dean/Mentor in FPA’s Residency program. Both Dave and Elissa have been recipients of the P. Kemp Fain, Jr. Award, the Financial Planning profession’s lifetime achievement award. Yeske Buie has offices in Vienna, VA and San Francisco, CA.