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VA
Vector Advisory Services
Intern
Entry-Level JobVerifiedNo experience needed
Career Insights for Personal Financial Advisor (General)
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Based on Florida data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$102,990 / year median in Florida
+11% projected growth
Job Description
Title:
Intern Location :
Remote/Hybrid (preference for Fort Lauderdale, FL or Dallas, TX, and surrounding cities) About Vector Advisory Vector Advisory is the go-to partner for private equity firms, family offices, and their portfolio companies. We provide cross-functional leadership to drive successful merger and acquisition integration and portfolio company on-boarding. We also deliver best practice solutions across the office of the CFO, providing interim management and financial transformation services to optimize accounting transaction processing and financial reporting. We are passionate about our clients' businesses, and we pride ourselves on meeting our commitments to service, timeliness, and quality. Our team is comprised of professionals with diverse experience, including professional services delivery at Big 4 to boutique advisory consulting firms as well as industry leadership experience ranging from start-ups to large multi-national businesses. At Vector, we believe every team member's individual experiences, capabilities, talents, and perspectives lead to the best solutions and delivery outcomes for our clients. We are looking for team players who want to be challenged and grow with us. In addition to a great salary and top-tier benefits, all Vector employees are offered ownership of the company. In addition, we pay for cell phone/internet, training opportunities, and dues for professional associations. We also provide mentorship and on-going training on recent issues, trends, etc. in our field. To foster a strong culture, we participate in virtual and in-person social and professional events throughout the year. Purpose Statement As a part of Vector Advisory, you will draft and maintain client deliverables as directed by Engagement Managers and Company leadership. Further you will assist with execution of the Vector Advisory Objectives and Key Results (as directed by Management) to help achieve overall growth and strategic initiatives. Quality and timely deliverables are critical in providing the best client experience. Essential Roles and Responsibilities Key Deliverables Business analytics, data analytics, spreadsheet/dashboard development and analysis, formula development/review/enhancement in existing templates, weekly status reports, meeting minutes, policy drafts, procedure drafts, project plans and project management, and other critical deliverables as outlined in each unique client engagement and/or Vector leadership request.Key Requirements and Success Criteria Quantitative:
Execute daily responsibilities accurately, completely, and timely, including daily time entries with weekly time sheet submissionsClient Retention Qualitative:
Contributions to scale and culture Knowledge share Reporting Lines The Managing Director will serve as your Supervisor for the duration of your internship, which includes at least weekly touchpoints to help develop successful habits and foster a spirit of collaboration. Experience, Qualifications, and Traits Bachelor's or Master's degree candidate, preferably in accounting, finance, or business Superior analytical and problem-solving skills Excellent interpersonal skills Demonstrated ability in communicating effectively, both verbally and written Ability to work independently and coordinate work with others in a team environment Well organized and detail-oriented to handle diverse and concurrent assignments Exceptional time management skills Strong Microsoft application knowledge (Excel, Word, PowerPoint, Visio, and Outlook) and aptitude for grasping and using various software applications Self-motivated, accountable, humble, enthusiastic, and a great sense of humor!Benefits
- Dental Insurance