Wealth Management Operations Intern at OneDigital

This role is designed for current undergraduate students majoring in Finance, Business Analytics, or Information Systems who want to understand the technical side of wealth management. You should be someone who enjoys organized workflows and has a genuine interest in how Registered Investment Advisers handle data and custodial platforms. **What makes it worth a look...** This internship offers direct exposure to industry-standard tools like Salesforce and Orion, which are highly marketable skills in financial services. While the pay isn't listed, the company highlights a flexible schedule to accommodate your classes and a clear path toward potential full-time employment after graduation. **You might be a good fit if you...** * Are currently pursuing a bachelor's degree in a finance or data-related field. * Have experience documenting business processes or creating standard operating procedures. * Are comfortable using Microsoft Excel for data validation and reporting. * Want to learn the inner workings of major custodial platforms like Schwab and Fidelity.