Position Overview 

Provenance Wealth Advisors (PWA) is seeking a motivated and detail-oriented Wealth Advisory Intern to support our advisory team. This internship provides hands-on exposure to financial planning, investment management, and client service within a collaborative and fast-paced environment. 

The ideal candidate is intellectually curious, highly organized, and interested in pursuing a career in wealth management or financial advisory services. 

Key Responsibilities 

• Assist advisors and team members with day-to-day client service and administrative support  

• Prepare and organize client meeting materials, including financial plans, investment reports, and presentations  

• Conduct research on financial markets, investment strategies, and planning topics  

• Support data entry and maintenance within CRM and financial planning systems  

• Assist in account opening processes and documentation preparation  

• Help monitor client portfolios and generate performance reports  

• Participate in internal team meetings and client meetings when appropriate  

• Contribute to special projects, including process improvement initiatives and marketing efforts  

Qualifications 

• Pursuing a bachelor’s degree in Finance, Accounting, Economics, Business, or a related field  

• Strong academic performance and demonstrated interest in wealth management or financial planning  

• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)  

• Strong analytical, organizational, and problem-solving skills  

• Excellent written and verbal communication skills  

• High level of professionalism and attention to detail  

• Ability to manage multiple tasks and meet deadlines in a fast-paced environment  

Preferred Qualifications 

• Prior internship or coursework related to finance, investments, or financial planning  

• Familiarity with financial planning tools or CRM systems  

• Interest in pursuing professional certifications (e.g., CFP®)  

What You’ll Gain 

• Real-world experience in wealth advisory and financial planning  

• Exposure to client relationship management and investment processes  

• Mentorship from experienced advisors and professionals  

• Opportunity to develop technical and professional skills in a collaborative setting