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Junior Summer Internship – Wealth Management

RMB Capital Management, LLC is a Chicago-based investment advisory firm with approximately $9 billion in assets under management. We are currently seeking a summer intern to join our Wealth Management team in multiple office locations. This is an exciting opportunity for a hard-working team player who wants to make an impact in a fast-paced, entrepreneurial environment.  

We are committed to having a meaningful internship, however due to the ongoing pandemic the program may either be virtual or in person.

 Areas of Focus:  
  • Support wealth advisory teams with client service needs
  • Assist in the preparation for prospective client presentations
  • Attend client meetings
  • Analyze and evaluate the financial status of clients
  • Ensure minimum client service standards are met
  • Support wealth advisory teams with internal projects
  • Work in a team environment

 Requirements:  
  • Pursuing an undergraduate degree in business or economics as a junior  
  • Strong desire for a career as a Wealth Advisor 
  • Interest in financial markets and economy 
  • Strong verbal, written, and interpersonal communication skills  
  • Ability to remain organized and detail oriented while prioritizing and managing multiple tasks, and to work both independently and collaboratively  
  • Solid knowledge of MS Office and the ability to learn specialized systems and software quickly 
  • Cover letter is required  
  • Minimum 3.0 GPA on a 4.0 scale  
  • Only apply to the ONE RMB intern position you are most interested in  

Application deadline is November 20, 2020  

ABOUT RMB WEALTH MANAGEMENT For high-net-worth individuals and families, RMB Wealth Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation. Its goal is to pilot a personalized financial plan designed with each client’s best interests, unique needs, and long-term objectives in mind. 

ABOUT RMB CAPITAL 
RMB Capital is an independent investment advisory firm. Its businesses include wealth management, family office services, asset management, and retirement plan consulting. Headquartered in Chicago, RMB also has offices in Denver; Jackson Hole, Wyo.; Lake Forest, Ill.; Milwaukee; Minneapolis; New York; St. Joseph, Mich.; and Washington D.C. To learn more about RMB, visit www.rmbcap.com.  

RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation and training.