咨询热线： 010-82194388地址：北京市朝阳区雅宝路7号 E园EPARK大厦308
咨询热线： 021-52986736地址：上海市徐汇区文定路218号 德必徐家汇WE艺术湾B座205
咨询热线： 0571-87214168地址：杭州市江干区江锦路159号 平安金融中心B座8楼
咨询热线： 027-87132585地址：武汉市珞瑜路光谷世界城1栋1单元 14层 11421
咨询热线： 13253521360地址：南京市秦淮区中山东路532号金蝶科技园H1幢308号B25室 （明故宫地铁站1号口向东200米）
We are an Independent Financial Services & Business Advisory Firm
This frees us to focus on preparing customized wealth management solutions to better serve each of our clients’ unique needs and wants.
The businesses we help most are:
*Entrepreneurially-run and privately-held
*Are sole proprietor, family-owned businesses, or partner-owned businesses.
*Have been in business at least three years, generate between $3 million -$50 million annual revenue, in growth mode
In addition to providing professional help with complicated business transactions, we are helping increase the likelihood that each business will be qualified to buy or to be sold. Our business advisory practice includes:
business planning, transformation, organization, performance improvement, customer strategy & marketing, enterprise value, information technology, and results road-maps.
Working on a variety of projects that will shape client’s brand experience
• Working with the Marketing Manager and Director of Technology on tasks for clients
• Create content for blogs, websites, and marketing campaigns
• Aid in the execution and creation of marketing plans
• Assist the department staff with business development and client prospecting.
• Marketing Plan implementation and management
• Compliance related activities
• Analytics and Reporting
• Administrative Tasks
Manage Social media campaigns (e.g.. Facebook, LinkedIn, and etc.)
• Researching, communicating, and outreaching to various clients
• Monitoring Client activities and expenses
Students should be prepared to commit to a 10-12 week internship program
• Students should be prepared to work 15 to 20 hours a week.
• Students should be Mac & PC savvy and well versed in all Microsoft Office programs.
• Prospective internship candidates are not required to have previous experience, but are required
to be self-starters and independent thinkers with a proven interest in New York real estate
• 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
• Supporting financial advisors in ongoing account and client service work
• Working as a team player with all our functions, e.g., accounting, administration,
compliance, database, marketing