Wealth Distribution Strategies is interested in candidates who share our mission to make a difference in the lives of our clients and team members.
Marketing Internship
In this internship, you will support the marketing efforts of the WDS Team on internal and external communications, as well as reporting and analytics on all communication strategies.
Internship Description
Tax/Accounting Internship
Tax interns will learn and understand tax return preparation, the accounting process, and consulting services for our clients. Interns will experience the culture of a Financial Advisory and Tax Firm in a fun, educational and challenging environment, which could lead to the possibility of future full-time opportunities.
Internship Description
Client Support Coordinator
In this role, you will be the first person that staff, clients, and visitors see as they enter our office, so it is essential to create a welcoming atmosphere. You will also complete receptionist tasks, such as answering phones, preparing outgoing mail, and setting appointments for our Financial Advisors. Once you become familiar with our needs and client base, you may be asked to help us with additional administrative tasks.
Job Description
Please email your cover letter, resume, and salary requirements to info@wdstrategies.com
Client Relationship Manager
Client Relationship Manager builds and maintains relationships with clients and Financial Advisors. Day-to-day responsibilities include preparing and summarizing client meetings, working with Financial Advisors to support sales functions, and frequent client contact, typically by phone and email but could be in-person to resolve client inquiries.
Job Description
Please email your cover letter, resume, and salary requirements to info@wdstrategies.com
