As an Avantis intern, you will learn about the financial services industry and work on projects involving data presentation for clients. You will collaborate with portfolio management and marketing teams, gaining valuable experience and mentorship.

The Regional Wealth Management Specialist partners with external wholesalers to drive sales by building relationships with financial advisors, providing financial insight, and utilizing analytical tools for portfolio consulting. This role involves consultative sales, data-driven prospecting, and operational excellence while attending client meetings and events as needed.

The VP, Regional Wealth Management Consultant builds client relationships in Wealth Management, offering wholesaling support, planning marketing strategies, and analyzing sales data.