Tafel: Summer 2019 Wealth Management Internship

The selected intern will spend time assisting with daily operations and shadowing experienced advisors and staff at our firm. This position will provide exposure and experience to portfolio analysis, comprehensive financial plan design, fintech, client service, marketing, and business operations. It will also include real life education on advanced financial planning concepts and strategies. The student will have an opportunity to participate in team meetings and to work alongside members of our group that hold many designations including: CFP®, CPA, MBA, CHFC® and more. 

·        Assist operations team with the management and processing of new business and client service requests

·        Work with operations team to help transition clients to a paperless filing system

·        Work with DSF Advisors to create proposals and recommendations that will be included within financial plans

·        Shadow advisors in client meetings while taking notes that summarize the action items required of the client and advisor following the meeting

·        Upload client information into a personal wealth management website and then update simulations for goal based financial planning

·        Assist DSF Analysts with research of mutual funds, ETF’s, and stocks used in model portfolios

·        Provide updates and information to DSF team on various topics assigned throughout the internship

·        Complete Case Studies that can be used as examples to educate our clients and advisors on relevant financial planning topics and strategies