Finance Intern- Summer 2017

Endowment Wealth Management, Inc.
Job Description
ETF Model Solutions® and Endowment Wealth Management® are offering an Investments internship opportunity for summer 2017 to assist with our growing Investment Advisory organization.  This paid position, located in our corporate headquarters in Appleton WI will challenge you to apply your classroom work in a real-world environment through a broad range of task that will directly support our credentialed, experienced team of investment professionals as we strive to develop our rapidly growing business advisory services companies.  We are thought leaders in the investment advisory business and this internship will include activities in a variety of business functions, including asset allocation, performance reporting, research, marketing (through traditional and digital channels), technology, compliance, ERISA and more.

This position will allow you to gain professional work experience in an area related to your degree, learn from other professionals and benefit from a team experience, and cultivate a professional network that will be beneficial after graduation.  The intern will report to the Managing Director of ETF Model Solutions®.

Requirements for Applicants:
  • Currently pursuing a Bachelor's degree and have completed their junior year of course work with a targeted Major in Finance, Accounting, Economics or similar major; a dual Marketing/Finance Majors a plus
  • 3.5 or better GPA
  • Proficient in Microsoft Suite Office applications (PowerPoint, Word, Excel, Publisher)
  • Excellent interpersonal, written and verbal communication skills including proficiency in use of English language, writing, editing and proofreading
  • Completed basic-level finance courses and/or demonstrate a basic understanding of general investing concepts and financial industry terminology
  • Availability to work Full time hours during the summer. Possible part-time renewal of internship for fall/spring terms
  • Self-motivated, enthusiastic, strong planning and organizational skills, well-developed writing and verbal communication skills, creative
  • Possess a strong attention to detail and proven ability to multitask and meet deadlines
The ideal candidate will also:

Currently reside in the Fox Valley or surrounding area (Green Bay/Oshkosh) and be willing to consider continuation of their internship during the fall 2016-spring 2017 semesters. Strong desire to gain further understanding of the global wealth management business.

This is an internship position for temporary full-time employment from May through August 2017. Possible part-time continuation through 2017-2018 school year.
Number of openings:                      1
Pay rate:                                          Minimum $10 per hour
Position Type:                                 Full time
Weekly Hours:                                40
Benefits eligible:                            No
Location:                                         Appleton, WI
Office Schedule:                             Monday-Friday 8 AM – 5 PM
ETF Model Solutions® and Endowment Wealth Management® is an equal opportunity employer.  Candidates must be authorized to work in the United States and not require work authorization sponsorship by our company for this position now or in the future.

Send resume and cover letter to   No phone calls please.

Company Description
ETF Model Solutions and Endowment Wealth Management are affiliated financial services firms that share corporate headquarters in Appleton WI.  Our firms work closely together to serve both families, advisory firms, and institutional clients locally, regionally and nationally. 

ETF Model Solutions® is our investment management division that develops diversified investment portfolios utilizing exchange traded funds to meet a variety of unique investor goals.  The investment models that we build are utilized within 401(k) plans, by other Investment Advisors within their practice, Family Offices, Endowments, Foundations, Trusts, and Individual Investors.

Endowment Wealth Management® is an independent Private Wealth Management Firm whose sole mission is to provide wealth sustainability for individuals, families, retirement plans, endowments, foundations and other institutions. We are valued family wealth advisors to clients throughout the United States because we serve our clients as fiduciaries, our experienced professional team, and our use of the Endowment Investment Philosophy®.

Contact Information

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