Internships and Advisor Shadowing

a

Internships at Be Wealth

Be Wealth offers internship opportunities to college students and older who are interested in exploring a career as a Financial Advisor. Internships at Be Wealth are project specific and based upon the needs of the firm. Be Wealth is able to support internships for students who can be issued college credit as a part of their major requirements.

The 2023 Internship focus areas are: Financial Plans, Data Updates, and Client Strategy Meetings. Interns will complete the migration of data between eMoney/Wealth Vision and Right Capital, update client data, and learn about and support the preparation, approach, execution of Client Strategy Meetings.

Treated as a member of the Firm, interns gain insight into overall operations of a Financial Advising Firm, as well as current trends and best practices in the industry.

Advisor Shadowing

Be Wealth offers Advisor Shadowing opportunities to high school and college students who are interested in exploring a career as a Financial Advisor. Shadowing is scheduled based on the needs of the student and availability of advisors at Be Wealth.

Students interested who are seeking an Internship or are interested in Advisor Shadowing are invited to email a resume and short description of interest to info@bewealth.com. Applicants are accepted on an ongoing basis. Depending on the level of internship and shadowing, students may be required to submit fingerprints and pass a background check.