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Visionary Wealth Advisors

  • St. Louis, MO, USA

Visionary Wealth Advisors, LLC is an independent registered investment advisory firm committed to helping clients reach their financial dreams by providing world-class, client-centered wealth management services, all while promoting our core values of faith, family, and community.

We are seeking a motivated and driven individual to join our Internship Program within the Advisor Service Group (ASG). This group manages the back-office operations of the firm, focusing on key areas such as trading, billing, data maintenance, performance reporting, and portfolio management.

·         Location: Visionary Office – STL Metro Area

·         Compensation: $15/hour

·         Weekly Time Commitment: 10 - 15 hours

·         Reports to: Director of Advisor Service Group

The internship will focus on essential functions like data management, trading operations, reporting, and billing, with optional opportunities to explore other areas within the RIA/Financial Industry, including roles of Financial Advisor and Research Analyst.

Key Responsibilities:

  • Maintain and update data across Visionary’s technology platforms.
  • Assist with trade execution and reconciliation.
  • Collaborate on performance reporting for client accounts.
  • Contribute to billing operations, including fee calculations and invoicing.
  • Manage compliance policies and procedures in line with SEC guidelines.
  • Participate in cross-functional projects, gaining exposure to other departments such as Financial Advisor and Research Analyst.

Requirements:

  • Currently pursuing an undergraduate degree in Finance, Economics, Business, or a related field.
  • Proficiency in Microsoft Office Suite, particularly Excel.
  • Strong attention to detail and a high level of accuracy in completing tasks.
  • Strong analytical, problem-solving, and time management skills.
  • Ability to manage multiple projects and meet deadlines.
  • Excellent communication skills, both written and verbal.
  • Professional attitude, demeanor, and appearance.

What You’ll Gain: This internship provides practical experience with some of the most widely-used technology platforms in the financial services industry. Interns will develop skills that are highly desirable in the job market and receive exposure to different areas of wealth management.

Career Prospects: Successful completion of the program may lead to consideration for full-time employment within Visionary Wealth Advisors, LLC.