- NOTICE -

We are grateful for your business and wish you a Happy Thanksgiving.

Domani Wealth will be closed Thursday, November 22nd and Friday, November 23rd for the holiday. We will resume full operations on Monday, November 26.



Position Description

Title:  2019 Spring Semester Internship
Location:  Lancaster, PA


Job Summary

Domani Wealth is an established wealth advisory firm with over two decades of experience in helping provide our clients and employees the opportunity for a better tomorrow. We are team-oriented and focused on creating successes for clients and team members alike.

Domani Wealth is seeking a 2019 Spring Semester Intern to work in our Lancaster, PA office. The internship is a Rotational Program, and the intern will support four practice groups within the firm: Investment Strategy Group (ISG), Wealth Advisory Group (WAG), Operations (OPS), and Practice Management (PM).

The rotational program will provide the intern opportunity to…

  • implement classroom learning and create a positive impact for clients and team members.
  • experience unique situations and how to customize solutions for client needs.
  • gain a full perspective on wealth advisory services.

Responsibilities

ISG Responsibilities will include, but are not limited to:

  • Provide support to the ISG Portfolio Management team in the day-to-day oversight of client investment portfolios. This may include assistance with preparing rebalances, cash management, implementation plans, proposals, etc.
  • Assist in the creation and internal distribution of various due diligence reports and schedules on a daily, monthly, quarterly, and annual basis.
  • Provide support to the ISG Research team in the ongoing research and due diligence of investment vehicles.
  • Perform trade order execution, buying and selling securities as directed by portfolio managers and/or advisors.

 

WAG, OPS, and PM Responsibilities will include, but are not limited to:

  • Prepare performance reports for client meetings, quarterly reports, and attend client meetings as requested by the Wealth Advisory Group.
  • Assist with gathering and entering client data in our financial planning software.
  • Learn how to prepare and process account paperwork for new and existing client accounts.
  • Update client information in existing databases including our reporting software and CRM.
  • Provide support to the Practice Management team by completing daily reconciliations related to the firm’s systems
  • Work closely with the Manager of Tax Coordination to obtain client tax returns for our files.

Technical Qualifications

  • Junior or Senior college student pursing a Bachelor’s in Accounting or Finance
  • Minimum 3.25 GPA
  • Strong attention to detail & excellent communication skills
  • Proficient Microsoft skills (Excel and Word)
  • Experience with financial industry software such as Bloomberg or Morningstar is a plus
  • Impeccable work ethic and drive to excel in a fast-paced environment
  • A valid driver’s license is required.

Personal Characteristics

Our shared values guide everything we do. As a firm, we value:

  • Accountability
  • Curiosity
  • Integrity
  • Discretion
  • Teamwork
  • Positivity

Salary & Benefits

Internship will be a paid, full-time position.


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