Consultant Internships


Job Responsibilities:

  • Conduct research, data collection and analysis on the needs and issues of the client through interviews and workshops to translate their requirements into well-formulated solutions.

  • Document the project into systems and process for management reviews.

  • Close interaction with clients through regular project updates and networking.



  • The company is looking for motivated, entrepreueurial students with excellent adademic performance, a pronounced interest in financial services consulting, and exceptional interpersonal skills to join our New York based team as a Summer Consultant Intern.

  • In this position, you would be an integrated member of our team, working alongside our consultants on project work as well as gaining experience in business development, marketing, and other internal functions. 


Company Introduction:

The company is the inventive management consulting firm with a digital transformation focus in the finance industry. Their operational excellence in banking and insurance advisory stems from extensive knowledge competence and time-tested project management methodologies.

Financial Advisor Internships


Job Responsibilities:

  • Gathering and analyzing information used by financial advisors to design and develop recommendations for clients and prospective clients

  • Assembling materials for financial advisors to present to clients and prospective clients

  • Supporting financial advisors in the ongoing account and client service work
    Working as a team player with all our functions



  • Outstanding written and oral communications skills, fluency in English

  • Experience in financial sector supporting financial advisors

  • Proficient computer skills, e.g., Microsoft Word-PowerPoint-Excel-Outlook, Adobe, navigating and gathering information from financial database and Internet searches


Company Introduction:

The company's mission is to give its clients a company that is committed to maintaining the highest values of truthfulness and professionalism in his relationship with clients. Moreover, provide advice and proper courses of actions for advanced planning issues such as business estate planning and business continuation programs.



Contact Us

Address: New York 

85 Broad St 29FL, New York, NY, 10004

Tel:  +1 646-847-2107


Address: Boston

200 Portland St, Boston, MA, 02114 



VIP Coaching & Mentorship Program
For Coaching & Program Inquiry

Address: San Francisco 

555 California St, San Francisco, CA 94104

Tel:  +1 650-439-9209


Mentorship &

Business Partnership

Address: Shanghai



Tel:  135-6495-6893

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