Altfest Personal Wealth Management, a leading independent Financial Planning and Investment Management firm located in midtown Manhattan, is seeking an undergraduate or graduate student to begin immediately working 20+ hours/week to support the company's Marketing and Client Relations department.
The Marketing Intern will assist the Marketing and Client Relations team in various marketing tasks, including working on newsletters, preparing and writing marketing materials, working on social media, web content and marketing campaigns, and helping organize company events.
The intern will have the opportunity to learn while working. Our interns gain real workplace skills as they assist with many projects.
Potential projects may include:
Performing annual demographic study of our client base
Writing drafts of marketing communications for clients and prospects; manage internal and Compliance review
Assisting with the planning of internal and external speaking engagements and other events
Helping analyze and draw insights from campaign performance data to determine effectiveness / next steps
Maintaining project schedules and Marketing calendar in a fast-paced small team environment
Working on related projects with our skilled Marketing and Client Relations team
The skills/characteristics needed to succeed in this position are the following:
Strong writing skills
Strong multitasking / organizational skills (will work on many things at once)
Strong attention to detail
Strong speaking / presentation skills (on the phone, over email, in-person)
Experience with Word, Excel, PowerPoint (InDesign, Photoshop, social media and / or web development a plus)
Strong work ethic / results oriented
Takes direction well, but also can manage projects on own
Creativity and thinking outside the box
NOTE: Must be in Greater New York area
For consideration please EMAIL YOUR RESUME AND A COVER LETTER explaining why you should be considered for this position to: email@example.com
Altfest Personal Wealth Management is an equal opportunity employer.
About Altfest Personal Wealth Management
Altfest Personal Wealth Management, founded in 1983, is a pioneer in the fee-only Wealth Management movement. Fee-only means that the firm receives fees only from its clients and not from commissions and the sale of products, which can otherwise lead to conflicts of interest.
The firm is dedicated to putting clients’ interests ahead of its own, hiring highly talented people who work as a team to develop the best strategies for clients, utilizing internal experts that sub-specialize in a variety of technical areas and client segments, providing a personal, warm caring atmosphere and a high level of service for clients, and introducing innovative methods to the profession that increase the value provided to clients.
The firm was recently named in The Financial Times’ “FT300” – a listing of the nation’s top 300 Retirement Investment Advisors for 2017.
The firm provides clients with investment management, retirement planning, insurance, tax and estate advisory.
Lewis Altfest, Ph.D., CFA, CFP®, founded the firm after leaving Lord Abbett & Co, a large mutual fund company with over 100 billion in assets under management, where he was a Partner and Director of Research. Lew has... been named to Barron’s “Top 100 Independent Advisors” as well as Barron’s state-by-state listing of “America’s Top 1,200 Financial Advisors” as #51.
Karen C Altfest, Ph.D., CFP®, joined the firm in its early years and has had a strong impact on its growth. Karen oversees the firm’s marketing activities including a very successful program for affluent women. Karen was recently featured in Forbes’ first-ever list of “America’s Top Women Advisors” – she ranked #17 out of 200.
The firm's culture is very collegial with a family atmosphere where we care for our employees.
Our team is very analytical, hardworking and yet looks to develop new ideas that will help it sustain and accelerate our growth into the future.
Altfest Personal Wealth Management is an Equal Opportunity Employer.