08/07/2025
Are you ready to kickstart your career in the financial services industry? Join our award-winning team at Waypoint Wealth Management in Bozeman, MT, and gain invaluable hands-on experience in client relations and business operations. We're on a mission to build financial stability in our communities, and we want you to be a part of it!
Job Title: Internship
Waypoint Wealth Management
4351 Fallon St. Unit A
Bozeman, MT 59718
About Waypoint Wealth Management:
At Waypoint Wealth Management, we believe that planning is personal. With our main office in Bozeman, MT, and experience working with clients all over the country, we are striving to help build financial stability in our communities using industry leading insurance products and investment solutions. Our extended network of specialists helps provide the thorough financial planning assistance our clients desire. By meeting with one individual, one family, and one business owner at a time, we believe that we can help lift our communities and we can all live our best, purposeful lives.
Job Description:
We are seeking a motivated and detail-oriented intern to join our award-winning team at Waypoint Wealth Management. This position offers an excellent opportunity to gain hands-on experience in client relations and the financial services industry. The intern will be instrumental in supporting efforts to maintain strong client connections and ensure efficient operations.
Duration:
September 2025 - May 2026
Advancement opportunities available after the internship depending on performance.
Key Responsibilities:
Research: Stock’s, funds, and market trends. Using historical data to stress test/simulate financial plans.
Business Operations: Assist with daily administrative tasks and aid in smooth business operations.
Client Touchpoint and Marketing: Execute client relations strategy to help maintain and strengthen client relationships. Including social media engagement, traditional client outreach methods, and proprietary means of making an impact on our clients’ lives.
Process & Organization: Collaborate with the team to execute projects, maintain systems, track progress on key tasks, and ensure no detail is overlooked.
Qualifications:
• Currently Enrolled: In a college or university, pursuing a degree in business, finance, communications, marketing, accounting or a related field.
• Strong Financial Competence: Fundamental knowledge of capital markets, investment + retirement vehicles, and portfolio management.
• Strong Communication Skills: Excellent verbal and written communication skills, with an ability to craft thoughtful and personalized messages.
• Attention to Detail: Meticulous in managing tasks, particularly when handling client communications and gifts.
• Organizational Skills: Ability to manage multiple tasks efficiently and prioritize workload.
• Proficient in Microsoft Office: Familiarity with Word, Excel, and Outlook. Experience with social media platforms is a plus.
• Team Player: Willingness to collaborate and support various team members as needed.
• Proactive Attitude: Self-starter with the ability to work independently and take initiative.
Additional “Wow” Qualifications:
• Proficiency in coding language(s): Python, R, and MATLab to build automated processes that enhance day to day operational efficiency and streamline procedures.
Benefits:
• Opportunity to learn about the financial services industry.
• Gain practical experience in client relations and business operations.
• Develop professional skills in a supportive team environment.
• Paid internship with an hourly rate, D.O.E.
Application Process:
Interested candidates should send their resume and a brief cover letter explaining their interest in the position to [email protected]. Please include any relevant experience or skills that make you a strong candidate for this internship.
We look forward to welcoming a new member to the Waypoint Wealth Management team who is eager to learn and contribute to our success!
