FAQs
What is the primary focus of the Wealth Management Intern role?
The primary focus of the Wealth Management Intern role is to assist with wealth management and customer service, helping members plan for their financial future.
What qualifications are required for this internship?
To apply for the internship, candidates should have knowledge of financial and investing principles, proficiency in word processing and clerical skills, excellent math skills, good communication and interpersonal skills, and the ability to maintain confidentiality.
Is there an additional background check required?
Yes, an additional background check and fingerprinting will be required to access vendor systems.
Will I receive mentorship during the internship?
Yes, each intern will be assigned a mentor (either an Insurance or Financial Advisor) to work with and learn from throughout the duration of the internship.
What types of tasks will I be expected to perform?
Interns will be expected to talk with prospective members, organize leads, shadow or participate in the sales process, and complete various projects and duties as assigned.
What physical abilities are required for this position?
The role requires tasks that necessitate manual dexterity, sitting for extended periods, lifting 20-40 pounds, repetitive motion using hands, and the ability to operate basic office machines.
Is prior experience in finance necessary for this internship?
While prior experience in finance is not explicitly required, candidates should possess knowledge of financial and investing principles.
Can I work remotely in this role?
This position may involve some aspects of remote work, but it is primarily an in-office internship.
Do interns have a chance to interact with members of the Credit Union?
Yes, interns will have the opportunity to engage with prospective members and assist with customer service efforts.
What is the work culture like at Idaho Central Credit Union?
The work culture at Idaho Central Credit Union is described as a caring and collaborative environment, where employees consider each other as family, emphasizing teamwork and support.