Financial Planning Intern

Accounting Assistant

myCIO Wealth Partners LLC     |      Financial Services / Asset Management / Financial Planning Firm   |   Philadelphia, PA

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Position Summary myCIO Wealth Partners is a Comprehensive, Independent and Objective wealth management firm that provides comprehensive financial planning services to high net worth individuals, families and institutions managing over $11.8 billion dollars of client overall assets as of December 31, 2021.
myCIO Wealth Partners is one of the largest independent wealth management firms in the country and is a leader in objective comprehensive financial planning and investment advisory advice.
We are looking for organized, energetic, smart and hardworking team members to join and participate in our unprecedented growth.
Essential Duties and Responsibilities Key Areas of Responsibilities:
• Assist in compiling monthly & quarterly reports on portfolio performance
• Assist in monitoring and updating client asset allocations
• Assist in preparing materials for client meetings
• Assist in compiling quarterly tax projections
• Assist in various adhoc projects and activities
• Pursuing Bachelor’s degree in Finance, Accounting, Economics or Mathematics
• Excellent communication skills – written and verbal
• Proficient in Microsoft Office applications, especially MS Excel
• Ability to prioritize and operate in a deadline driven environment
• Extremely organized
• Attention to detail and accuracy
• Ability to work independently and within a team environment
• Display honesty and trustworthiness in handling client-sensitive data
• Highly driven and motivated
How to Apply Please send email to and