Job summary
Job post source
This job is directly from JGP Wealth Management
Job overview
The Intern role at JGP Wealth Management supports financial advisors and contributes to client service and financial reporting, impacting the firm's client confidence and service quality.
Responsibilities and impact
The Intern will assist financial advisors, conduct market research, prepare financial reports, and support client communications to ensure high-quality service.
Experience and skills
Candidates should have a strong interest in finance, skills in market research and financial reporting, proficiency in Microsoft Office, good communication, and be pursuing a relevant degree; client-facing experience is a plus.
Work environment and culture
JGP Wealth Management values ethical standards, personalized client service, open communication, and teamwork in an on-site environment in Provo, UT.
Company information
JGP Wealth Management is an independent wealth management firm focused on client success through ethical, personalized financial planning and experienced advisors.
Team overview
The Intern will work closely with the financial advisory team to support client services and internal tasks.
Job location and travel
This is a full-time, on-site position located in Provo, Utah.
Company overview
JGP Wealth Management is a Portland-based independent wealth advisory firm that provides comprehensive financial planning, investment management, and retirement solutions for individuals, families, and business owners. The firm generates revenue primarily through advisory fees based on assets under management, offering fiduciary guidance tailored to each client’s goals. Founded in 2007 by experienced advisors, JGP emphasizes personalized service, transparency, and long-term client relationships. The company is known for its client-centric approach, independence from large financial institutions, and commitment to ethical standards. Candidates should note JGP’s strong local reputation, collaborative team environment, and focus on holistic financial strategies.
How to land this job
Position your resume to highlight your strong interest and foundational knowledge in finance and wealth management, emphasizing any relevant coursework or projects that demonstrate this passion.
Focus on showcasing your skills in market research, financial report preparation, and proficiency with Microsoft Office Suite, particularly Excel, as these are key to supporting financial advisors at JGP Wealth Management.
Apply through multiple channels such as JGP Wealth Management's official corporate website and LinkedIn to maximize your chances of being noticed for the internship.
Connect on LinkedIn with current employees or interns in the wealth management division at JGP Wealth Management; start conversations by complimenting their recent posts about client success stories or by asking insightful questions about their experience with the internship program.
Optimize your resume for ATS by incorporating keywords from the job description like 'market research,' 'financial reports,' 'client communications,' 'Microsoft Office,' and 'detail-oriented' to ensure it passes initial automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailoring your resume, applying through the best channels, and identifying relevant LinkedIn connections, allowing you to focus more on preparing for interviews and networking.
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