Careers
Join our team at Alaska Wealth Advisors, where we strive to empower individuals to achieve their financial dreams. As a leading wealth management company, we offer a dynamic and collaborative work environment that fosters growth and learning. Take the next step in your career and unlock your full potential with a career in wealth management.
We are seeking a dedicated and client-centric professional to join our team as a Client Service Associate.
If you are passionate about providing exceptional service and contributing to a dynamic and collaborative work environment, we invite you to explore this exciting opportunity. This is a full-time position that can be flexible to part-time. See the job description here.
We have a rotating internship program throughout the year.
Internship description
The intern will gain exposure to the overall operations of Alaska Wealth Advisors. The intern will work with the firm’s staff on projects relating to marketing, deliverables to the client, and investment management projects. Projects may include:
- Creating marketing pieces
- Assisting with coordinating client events
- Revamping quarterly presentation materials
- Using or modeling spreadsheets, databases, or qualitative data related to the portfolios
- Working with financial strategy programs, such as MoneyGuide Pro
- Researching and supporting client delivery
- Proofreading and posting company blogs
- Updating client portfolios
- Other tasks and projects may be assigned as well
Dependent on the firm’s needs at the time of the internship and based on the skills of the intern, they will be exposed to and have responsibilities for multifaceted duties and activities supporting the organization and its clients. This individual must be detail oriented and possess excellent social, organizational, and marketing skills.
Qualifications
The prospective intern must be a resident of Alaska or an Alaskan attending school inside or outside of Alaska. A Graduate student or students in their junior or senior year working towards their Bachelor’s degree will be considered. Prospective interns must have a strong interest in private wealth management or marketing. Recent undergraduate course work should emphasize a money management related field such as marketing, economics, business administration, accounting, or finance with a cumulative GPA of at least 3.0 in their major. The prospective intern must have excellent customer service skills, a high degree of motivation and initiative, a good working knowledge of Windows operating systems, and be proficient in Word, Excel, and Power Point programs.
Internship location
Anchorage, AK
Duration
Spring, Summer, or Fall Semester
Wage
$18/hour – Flexible 29 hours work week
Travel and housing
No Travel or housing is provided. Parking is provided.
Application and method of delivery
Prospective interns should email a cover letter, resume, and copies of college transcripts.
Deadline
Revolving deadline. Contact Amber Frizzell.
To apply please send a cover letter and resume to:
Amber Frizzell, AIF®, Director of Operations and Marketing
amber@apcm.net