The Bahnsen Group LLC

Compensation

Full Description

ABOUT At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm that has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in eleven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX; and Silicon Valley, CA) and 88 employees. The firm manages over $8.25 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. OPPORTUNITY The Bahnsen Group (TBG) is seeking an Intern to support our financial planning functions of our wealth management team in our New York, NY office. This internship offers a meaningful introduction to financial planning within a high-performing wealth management team. As a Financial Planning Intern, you will work closely with Private Wealth Advisors and Planners to support the creation, analysis, and presentation of financial plans. You will gain hands-on experience with industry tools, participate in real planning workflows, and develop foundational skills for a future career in wealth management. RESPONSIBILITIES • Assist with data gathering, data input, and preparation of financial plans • Support use of eMoney, including organizing client information and generating planning reports • Help prepare meeting materials, summaries, and planning deliverables • Participate in ad hoc planning projects, modeling, and case preparation as needed • Contribute to client service and in-office hospitality to ensure an excellent client experience QUALIFICATIONS • Minimum GPA of 3.0 in Accounting, Business Administration, Finance, or Economics • Self-starter with initiative to seek out opportunities in a fast-paced environment • Detail-oriented, possess excellent time management and prioritization skills • Proficiency in MS Office applications (Word, Excel, and PowerPoint)