Who We Are
Cadence is committed to serving the lifelong needs of our customers. That's a commitment made possible by our exceptional teammates. Our team members are what set us apart. Friendly, open, personable and committed to excellence, our teammates make up more than just a bank ... they make up our communities.
No matter where you are in life or where you're going, we may have the right career for you.
Cadence offers a competitive and comprehensive benefits package centered on the well-being of our teammates. Some of our benefits include medical, dental, vision, employee assistance program, life insurance, 401(k), Retirement Pension Benefits, parental leave, tuition reimbursement, and more.
Position: Intern Wealth Planning (Summer 2024)
Location: 1333 West Loop South, Ste 1500, Houston, TX 77027
Eligibility for Remote: No
Reports To: Wealth Planning Manager
What The Role Is
Wealth planning interns will be given the opportunity to work wealth planning and analyst teams, and we may also seek to provide a brief rotation or experience with other departments during the 8-week period. We seek to provide a highly educational and engaging experience by having interns involved in real world projects, and attending various team meetings, and presenting what they have learned to a group of senior firm members. The internship program is an opportunity for the student and for L&W to learn more about one another. We seek to discover if the student remains highly interested to pursue a career in wealth management and if there is potentially a great fit to consider full-time employment following the student's graduation.
How You will Make an Impact
Participate in the various areas of the firm including Client Service, Operations, Investment, and Wealth Planning.
Assist analysts and wealth planners with the development of cash flow models, related financial analyses, recommendations, and action plans around all areas of the financial planning process for clients and prospective clients, including retirement planning, education funding, investment policy, estate planning, insurance and asset protection, income tax planning, employee benefits, concentrated wealth, charitable strategies and other items that impact a client's or prospective client's financial goals.
Participate in brainstorm meetings to discuss client situations, planning opportunities and investment recommendations.
Work with the wealth planning team and other members of the firm to help develop and document firm best practices.
Help research ideas and prepare materials for presentation and discussion at various firm meetings.
Who You Are
Pursuit of a bachelor's degree (B.A. or B.S.) from four year college or university, with a degree in Financial Planning, Finance, Accounting, or other business related degree.
No prior professional work experience is required. Industry related internship experience is a plus.
Proactive and strong work ethic.
Ability to multitask, prioritize and meet deadlines.
Professional appearance and demeanor.
Ability to work well in a team environment.
Proficient with Microsoft Word and Excel.
Strong writing skills.
Experience with CRM Database, Document Management software, eMoney or other Financial Planning software is a plus.
Regular and reliable attendance
Works cooperatively with others
If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we're dedicated to adding new perspectives to the team and encourage everyone to apply.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Cadence Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.