Careers

Financial Advisor Associate MBA Intern

Areas of Interest:

Private Wealth Management

Location:

Atlanta, Georgia

Date Posted:

Jan-26-2018

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Company Description:

William Blair is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago and, together with its strategic partners, operates worldwide. 

About the Team:

William Blair Private Wealth Management (PWM) consists of approximately 90 senior financial advisors and portfolio managers, overseeing $30bill in high net worth assets. A key differentiator in our consulting approach is access to a team of sophisticated financial planning professionals.

Job Summary & Responsibilities:

  • Assist with Identifying private investor prospects, market the firm’s financial services and convert prospects to clients with assets under supervision.
  • Partner with senior advisor to assess functions of the business in an effort to identify areas of opportunity to continuously elevate and grow the business, which includes gathering assets, creating a value proposition for marketing, introducing financial planning and portfolio management. Learn about the life cycle of obtaining a client from identifying to closing.
  • Strong understanding of firm’s resources. Operate with the highest professional standards putting clients’ interests first and in compliance with regulatory and firm requirements.
  • Conduct independent case study project on equities, fixed income, mutual funds, and alternative assets. Prepare a business plan on how they plan to execute / build their personal brand and business as a PWM advisor and present to the team and senior management. Make recommendations based on case study research, to lead advisor.

Qualifications:

  • Knowledge of investment products.  Finance/Economics/Business experience preferred
  • Presentation and communication skills 
  • High level of self-motivation
  • Currently enrolled in an MBA program with an anticipated graduation date between December 2018 – June 2019
  • Bachelor's degree required
Deadline to apply is February 28, 2018. 

As a William Blair associate, you’ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.

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