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Family Office

Dec 19
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2025 Internship: Financial Advisor Career Track

By Family Office, General, Wealth Management

Financial Advisor Career Track Internship

Do you get excited about making investments or helping others with their investments? Do you have excellent interpersonal and leadership skills?  Do you dream about becoming a personal financial advisor? If so, we invite you to apply for Endowment Wealth Management’s 2025 Summer Financial Advisor Career Track Internship.

Personal financial advisors help individuals manage their money and plan for their financial future. A career as an advisor has a promising future. Over the next decade, 37% of financial advisors are expected to retire. Meanwhile, over the next few decades, parents and grandparents are expected to pass $84 trillion to charities to the next generation, who will need help and guidance in managing their inheritance.

Endowment Wealth Management® (“EWM”) is offering a Financial Advisor Career Track Internship opportunity for the summer of 2025. The paid position(s) in our corporate headquarters in Appleton, WI, will challenge you to apply your classroom work in a real-world environment, supporting our credentialed, experienced investment advisory and management team. The internship(s) will involve tasks and activities intended to provide you with an opportunity to provide a solid foundation for a financial advisor career, including:

  • Gathering information and supporting the development of financial plans
  • Client meeting preparation and post-meeting follow-up
  • Curating and distributing (through traditional and digital channels, including websites, social media, and client newsletters) relevant personal finance, investments, and economics content
  • Use of various financial planning and advisory technology tools, including turnkey asset management and custodial platforms, client-relationship management, financial planning, risk assessment, and performance reporting software
  • Understanding of portfolio construction methodologies, asset allocation, and various investments and investment products, including exchange-traded funds (ETFs), traditional investments, alternative investments, private funds, and more
  • The regulatory environment that advisors need to navigate while servicing their clients.
  • Opportunity to gain professional work experience in an area related to your degree, learn from other professionals, benefit from a team experience, and cultivate a professional network to help get you started on a career path as a financial planner and advisor.

Responsibilities:

  1. Assist financial advisors with client meetings, presentations, marketing, and financial planning sessions.
  2. Collaborate with members of our advisory team to develop personalized financial plans for clients.
  3. Learn and utilize financial software for client relationship management and performance reporting.
  4. Gain exposure to various aspects of the financial services industry, including wealth management, retirement planning, and investment strategies.
  5. Participate in training sessions and workshops to enhance your knowledge of the economy’s current state, financial markets, and industry tools.
  6. Shadow experienced, credentialed financial advisors to learn best practices and gain insights into client relationship management.
  7. Contribute to the development and implementation of marketing initiatives to attract new clients.
  8. Assist with information gathering and investment research, economics, personal finance, compliance, and other relevant topics.

Requirements for Applicants:

  • Currently pursuing a bachelor’s or master’s degree in finance or a related field and have completed their junior year of coursework with a targeted emphasis on finance, personal finance, investments, economics, entrepreneurship, or a related course of study. We will consider candidates who have completed their sophomore year, provided they have completed some of the upper-level finance coursework, experience, or maturity level required for the position.
  • 3.5 or better GPA
  • Proficient in Microsoft Suite Office applications (PowerPoint, Word, Excel, Publisher)
  • Excellent interpersonal, written, and verbal communication skills, including writing, editing, and proofreading proficiency.
  • Have completed your basic-level finance courses and can demonstrate a basic understanding of general investing concepts and financial industry terminology.
  • Availability to work full-time hours during the summer of 2025 in our Appleton home office
  • Self-motivated, enthusiastic, interpersonal and communication skills, and well-organized
  • Possess a solid attention to detail and proven ability to multitask and meet deadlines.

The ideal candidate will also:

  • Currently reside or have strong connections to Northeast Wisconsin
  • Have completed advanced business/finance courses.
  • Working towards or considering a career in financial planning, investment advisory, or investment management industry.
  • Be seeking to acquire a Certified Financial Planner (CFP) designation (required for all EWM advisers)

Salary/Benefits

  1. Comprehensive training, including valuable insights and mentorship from experienced financial advisors.
  2. Exposure to various financial products, services, and strategies.
  3. Hands-on experience in client interactions and financial planning.
  4. Networking opportunities with professionals and industry leaders.
  5. Valuable insights and mentorship from experienced and credentialed financial advisors.
  6. Potential for future employment opportunities

This internship position is for temporary full-time employment from May through August 2025, with a possible part-time continuation through the 2025-2026 school year.

Number of openings:         1

Pay rate:                           $15 per hour

Position Type:                  Full time

Weekly Hours:                 40

Benefits eligible:              No

Location:                          Appleton, WI

Office Schedule:               Monday-Friday 8 AM – 5 PM

Endowment Wealth Management, Inc. is an equal opportunity employer. Candidates must be authorized to work in the United States and not require work authorization sponsorship by our Company for this position now or in the future.

HOW TO APPLY:

To apply for this internship, please send your resume, cover letter explaining why you are the ideal candidate for this position, and any relevant academic transcripts to Tim Landolt at [email protected]. We are excited to review your application and discuss how this internship can be a valuable stepping stone toward a successful financial planner and advisor career.

Company Description

EWM and its affiliates are financial services firms headquartered in Appleton, WI. We are thought leaders in the investment advisory and investment management business, serving families, advisory firms, non-profits, and institutional clients locally, regionally, and nationally within the context of our Endowment Investment Philosophy®. We are co-creators of the Endowment Index® calculated by Nasdaq OMX®.

About EWM

Endowment Wealth Management, Inc. is an independent private wealth management firm whose sole mission is to provide wealth sustainability for individuals, families, retirement plans, endowments, foundations, and other institutions. We are valued family wealth advisors to clients throughout the United States because we serve our clients as fee-only fiduciaries, our experienced professional team, and our use of the Endowment Investment Philosophy® to help diversify a client portfolio with traditional and alternative assets.

About our Affiliates:

ETF Model Solutions, LLC develops ETF-based investment models within the framework of the Endowment Investment Philosophy. We seek to provide investment solutions to 401(k) plans, other Investment Advisors, Family Offices, Endowments, Foundations, Trusts, and Individual Investors. Embark is our digital solution providing individual investors access to our Endowment Investment Philosophy.

Global Alternatives Investment Management LLC curates opportunistic alternative investment opportunities for high-net-worth clients and institutional investors. Our private funds target co-investments, private equity, and venture capital investments domestically and internationally, including in Europe, Southeast Asia, and Central America. Our unconstrained, “go anywhere” approach to investing has targeted companies across industries, including telecommunications, technology, fintech, crypto, transportation, cannabis, defense electronics, medical imaging, retail, stock exchanges, artificial intelligence, and others.

Apr 02
Love0

Preserving Your Mental Health

By Family Office

The challenges we all face today are unique and significant. The Coronavirus has unleashed uncertainty, economic pain and shelter-in-place for much of the population. Any one of those alone can impact our mental health; the combination of all three can wreak havoc on us.

It is completely normal to experience feelings of loneliness, fear and anxiety during these unprecedented times. We may not be able to control the initial feelings, but we can control our internal dialogue. What we tell ourselves and what actions we take each day can either alleviate or intensify the negative feelings.

We can all protect our mental health by focusing on things that we can control. There is no sense worrying incessantly about those things we cannot control. We accept our situation as fact and figure out what we can do to make the most of the situation. Finding joy isn’t so much about our circumstance as it is in the actions we take.

Choosing to act, rather than be acted upon, supports a healthy mindset. I have included a list of actions that may be helpful:

  • Turn off/take a break from the news and social media
  • Continue your daily habits/routines to the extent you are able
  • Adjust to new shopping options and try a home delivery service
  • Exercise, walk, stretch – get the blood flowing
  • Perform an act of service for someone else, checkup on a friend
  • Think purposely about today; accomplish something each day
  • Appreciate the simple things in life, count your blessings

I included several actions that have to do with our individual self-care. Yet, one of the most powerful ways we can feel good is to forget ourselves and do something nice for someone else. Whether that is mailing a card, dropping off some cookies or just talking with someone and lifting their spirits. For some reason whenever we serve another person, we are usually the ones that benefit the most.

Rest assured, the Endowment Wealth Management professional team is diligently working from their homes and our office, to manage your portfolio and we remain focused on achieving your personal long-term goals! So please stay healthy – both physically and mentally!

Robert L. Riedl, CPA, CFP®, AWMA®

CEO & Director of Wealth Management

 

Jul 03
Love0

Work Smarter—Not Harder!

By Family Office

Work Smarter—Not Harder!

Reclaim your time and energy to live your best life

Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not alone. Read More

Dec 03
Love0

Why You Need a ‘Business Plan’ for Your Family

By Family Office

EXECUTIVE SUMMARY

How is a family like a business? Both need smart planning to succeed, survive and thrive. The fact is, it’s harder to raise kids in the digital age when communities aren’t as tight-knit as they once were. As the rising rate of suicide among teens reveals, children are both struggling more and feeling less certain about how to cope with their problems. But you can turn the tide.

In this month’s Flash Report, Here’s Why You Need a ‘Business Plan’ for Your Family, we’ll show you how to create a family plan that can potentially strengthen existing parent-child bonds, repair any bridges that need fixing, and instill more resiliency and competency in your kids. The end result: A better family dynamic that empowers children to overcome those moments when they struggle—without resorting to dangerous behaviors that could turn them into a statistic. Read More

Nov 02
Love0

The Value of Multi-Generational Family Meetings

By Estate Planning, Family Office

EXECUTIVE SUMMARY

The decisions families make about their wealth—how to manage, transfer and spend it—can lead to serious conflicts among family members. With affluence comes the risk of family in-fighting that can damage a family’s financial position and even ruin intra-family relationships forever. The good news: It doesn’t have to be that way.

This month’s Flash Report, The Value of Multigenerational Family Meetings, reveals a formal process used by ultra-wealthy families to educate heirs and potential heirs about sound financial decision-making, to identify shared family financial values and to maintain (and grow) family wealth in a unified and harmonious manner. Read More

Oct 11
Love1

Is Your Wealth Advisor a Fiduciary?

By Family Office, Retirement

EXECUTIVE SUMMARY

In the universe of financial professionals you will come across many types of individuals all with differing educational and experience backgrounds. Due to the overwhelming number of financial professionals it can be extremely difficult to distinguish one advisor from another. However, one simple distinction can help sort through a vast number of advisors within seconds. Ask them one question: are you a fiduciary advisor? Yes or No!

A fiduciary advisor is one that is required by law to act in your best interests whereas the non-fiduciary advisor (ie: stock broker) may face a strong conflict of interest when recommending “suitable” investment solutions to you which often lead you, the investor, down a path that is not in your best interest. Read More

Jun 25
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Radio Podcast: Family Office Services Support A Family’s Mission To Preserve Wealth, Legacy and Values

By Family Office

On June 22, 2015, Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer, and Wendy Orth, Investment Adviser Representative of Endowment Wealth Management join “Money Matters with Christopher Hensley” radio show. In an informative 30-minute interview, Prateek and Wendy provide an informative interactive discussion that describe the multitude services that a family or multi-family office is designed to support your family’s wealth and legacy within the family’s value system.

Money Matters

 

 

 

 

 

 

 

 

 

 

 

This 30-minute podcast provides an informative discussion that covers the services, organization, purpose, mission and support that a family office or multi-family office provides to its client.  Prateek and Wendy join the show at the 5:30 mark on the podcast.

A traditional family office is a business run by and for a single family. Its sole function is to centralize the management of a significant family fortune. Typically, these organizations employ staff to manage investments, taxes, philanthropic activities, trusts, and legal matters. The purpose of the family office is to effectively transfer established wealth across generations. The family office invests the family’s money, manages all of the family’s assets, and disburses payments to family members as required.  The family office structure takes into account nurturing the human capital within the family along with their financial wealth with a multi generational perspective.

The Family Office itself either is, or operates just like, a corporation (often, a limited liability company, or LLC), with a president, CFO, CIO, etc. and a support staff. The officers are compensated per their arrangement with the family, usually with overrides based on the profits or capital gains generated by the office. Often, family offices are built around core assets that are professionally managed.