Skip to main content
Category

General

Dec 19
Love0

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.

Oct 18
Love0

Endowment Wealth Management’s Prateek Mehrotra Named to 2023 Wisconsin Titan 100

By General, News, Press Release

Titan CEO and headline sponsor Wipfli LLP are pleased to announce Prateek Mehrotra, Chief Investment Officer, Endowment Wealth Management as a 2023 Wisconsin Titan 100. The Titan 100 program recognizes Wisconsin’s Top 100 CEO’s & C-level executives. They are the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion. Collectively, the 2023 Wisconsin Titan 100 and their companies employ more than 100,000 individuals and generate $36 billion dollars in annual revenues.  This year’s honorees will be published in a limited-edition Titan 100 book and profiled exclusively online. They will be honored at the annual awards ceremony on January 12th, 2023 at Fiserv Forum, and will be given the opportunity to interact and connect multiple times throughout the year with their fellow Titans.

“The Titan 100 are shaping the future of the Wisconsin business community by building a distinguished reputation that is unrivaled and preeminent in their field. We proudly recognize the Titan 100 for their successes and contributions. We know that they will have a profound impact that makes an extraordinary difference for their customers and clients across the nation.” says Jaime Zawmon, President of Titan CEO.

As a visionary co-founder of Endowment Wealth Management and its affiliates, ETF Model Solutions, LLC and Global Alternative Investment Management, LLC, Prateek leads the investments team which is the backbone of the firm’s 3-dimensional Endowment Investment Philosophy®. Expanding a portfolio beyond just stocks and bonds, Prateek’s responsible for researching a virtually limitless expanse of investment opportunities including real assets, hedge strategies, private equity, venture capital, exchange-traded funds, private debt. He has led his firm to create a national index, an ETF strategist that designs and manages ETF portfolios, a private fund management firm that invests opportunistically on a global scale, and a digital investment platform for millennials and digitally-savvy investors.

 

“It is an incredible honor to be recognized as a Titan 100 and to be a part of this remarkable program.  While this is an individual award, it truly belongs to the great team we have at Endowment Wealth Management.  I am fortunate to be surrounded by a group of dedicated, hard-working, compassionate professionals.  I look forward to utilizing this opportunity to make meaningful connections with other accomplished, passionate, like-minded leaders to become an even better leader in my organization and our Wisconsin community.”

Prateek Mehrotra and the other award winners will be honored at the annual Titan 100 awards celebration on January 12th, 2023 at Fiserv Forum, home of the Milwaukee Bucks. This unique cocktail-style awards event will gather 100 Titans of Industry and their guests for an evening unlike anything that exists in the Wisconsin business community.

“On behalf of all the partners and associates at Wipfli we congratulate all the Titan 100 winners. It’s an honor to recognize this diverse group of leaders in Wisconsin. We appreciate the lasting impact each leader has made, and continues to make, in building organizations of significance both here in Wisconsin and abroad. Your ingenuity and creativity have set you apart, and the honor of being seen as an industry Titan is richly deserved,” says Gina Skibo, Partner at Wipfli.

Contact: Tim Landolt

[email protected]

920.785.6012

For more information, visit: https://www.titan100.biz/2023wisconsintitan100

Award recognition does not qualify as an endorsement of any particular index, investment, or investment strategy. The Wisconsin Titan 100 for 2023 was awarded 10/13/2022 by Wipfli. No solicitation payment was made to the award sponsor to be nominated or to qualify for the award. Prateek Mehrotra agreed to attend the award presentation and purchase tickets for the event as part of his acceptance of the award. Judging criteria for the award can be found at: www.titan100.biz.

Apr 28
Love0

Impact of CARES Act on IRA and Retirement Plans: FAQs

By Financial Legislation, General, Retirement, Tax Planning

2020 CARES Act: FAQs

Background
On March 27, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law, the third in a series of economic relief bills in response to the COVID-19 pandemic. The more than $2 trillion package seeks to address financial pressures facing individuals, businesses, and state and local governments due to the pandemic. The below FAQ includes more details about what this means for you. Read More

Dec 31
Love0

We’ve Moved to a New Home!

By General

Endowment Wealth Management has a new home. This past month we moved to a new Appleton headquarters located at W6272 Communication Court, Appleton, Wisconsin 54914. Please stop by if you are ever in the area and want to check out our new building!

Sep 20
Love0

Fun with Passwords

By General

Cyber security thieves are growing ever-more sophisticated, and it means that all of us need to be more diligent with protecting our digital or online information.

Registered Investment Advisers utilize the interface run by the FINRA (Financial Industry Regulatory Authority) for our regulatory reporting.  Like all cloud or internet based, services, usernames and passwords are required to utilize the site and passwords need to be updated on a regular basis.   Like many sites, Finra has adopted minimum standards in terms of character length and the inclusion of multiple character types within the password.  Finra goes one step further in that the site also maintains a lengthy  “Prohibited List” of words that cannot be included in the password on their site.  Here are a few humorous takeaways that I gathered from the list:

  • Passwords that include the names of popular pro sports teams are prohibited, including COWBOYS, GIANTS, LAKERS, YANKEES, REDSOX, or PACKERS. However, you can use less popular teams like MARLINS, CLIPPERS, or LIONS.
  • BEER, BRANDY & COFFEE are prohibited, but WINE, VODKA, TEA and WATER are permitted (Good news- CARRYINS are allowed!)
  • PEPSI is OK, but you can’t have COCACOLA
  • You can use NICE, but not NAUGHTY.
  • They permit BRUNETTEs and REDHEADS, but not BLONDES.
  • You can’t get LUCKY, have MONEY, or reach for the STARS. You are not allowed to have DREAMS.  You can use GOOD but not GREAT.  You cannot have SUCCESS, but you are able to grab FAILURE.
  • You can have a BURGER but no CHEESE. SALT, but no PEPPER. BREAD, but no BUTTER.
  • You cannot have a BABY, but you can have KIDS.
  • DRIVING and RACING are prohibited, as are MERCEDES, FERRARI, PORCHE, CHEVY, FORD, CORVETTE and MUSTANG. TOYOTA, NISSAN, VOLVO and BMW are OK.
  • DANCING is permitted, but MUSIC is not allowed.

Seriously, please keep your data safe with good password hygiene using these tips:

  • Use different passwords for every account or online profile
  • Use passwords of at least 12 or more characters (more is always better)
  • Do not use birthdays, names of children, pets or other personal information that people might be able to glean from your online social media accounts
  • Always use four different character types (upper case, lower case, numerical and special) when creating a password
  • If you are not sure, use a password checker tool to test the strength of a password
  • If you cannot get creative, use a random password generator
  • Always use multi-factor authentication when its available
  • Use a password manager with strong encryption- do no store passwords in a file on your device

Authored by Tim Landolt, Director of Institutional Services

Sep 01
Love0

U.S. Markets “T+2” Shortened Settlement Begins Tuesday

By Financial Markets & Economy, General

When you return from the long Labor Day holiday, your securities transactions in equities, corporate or municipal bonds, unit investment trusts, and any securities comprised of these security types will be subject to a “trade date plus 2 days” ( “T+2″) shortened settlement, from the current”T+3”.  Thus, any trades executed on Tuesday will settle on September 7.

The move harmonizes U.S. markets with most major international markets.  It is also expected to reduce risk of trade defaults and streamline capital requirements for equity clearing.

The current T+3 settlement process has been in place since 1995.

To learn more about T+2,  link to the T+2 fact sheet or visit http://www.ust2.com/.

EWM E Logo 50x50_opt

Dec 23
Love0

Data Never Sleeps

By General

Data is exploding faster than our ability to put our arms around it, so you’re going to have to adapt. The right answer on Monday is never going to be the right answer on Tuesday. General Stanley McChrystal.

16_domo_data-never-sleeps-4https://www.domo.com/blog/data-never-sleeps-4-0/

Oct 16
Love0

Prateek Mehrotra Featured In Trusted Insight Cover Article

By General, News

Prateek Mehrotra, MBA, CFA®, CAIA®, Chief Investment Officer of Endowment Wealth Management, and its affiliate, ETF Model Solutions, is featured in an exclusive cover interview in the most recent issue of Trusted Insight Magazine. In the article, Prateek discusses his career path, along with the vision that lead to his co-founding of the two firms’ of which he serves as Chief Investment Officer, serving clients through a multi-family service model, and the firms’ investment approach.  You can read the article at Trusted Insight website (requires free registration to access).

Aug 27
Love0

Top 10 things smart investors never say

By General

With the market in flux, it’s important to think rationally and practice patience. To accomplish that, here are 10 phrases you should NOT be telling yourself:

  1. I got a great stock tip from a friend of a friend.” – Herding
  2. “This time is different.” – New Era Thinking
  3. “I should have seen the crisis coming.” – Hindsight Bias
  4. “I check my account on the hour.” – Myopic Loss Aversion
  5. “This is can’t miss!” – Overconfidence
  6. “It just feels right.” – Affect Heuristic
  7. “…but Jim Cramer said…” – Appeal to Authority
  8. “Rebalance? Why bother?” – Status Quo Bias
  9. “I’m on a hot streak right now!” – Gambler’s Fallacy
  10. “I can always start saving later.” – Hyperbolic Discounting

(Note: The above is a re-post from the Brinker Capital Blog)

Aug 26
Love0

Perspective on Equity Market volatility

By General

Bob Doll’s comments on recent equity market volatility share many of our same viewpoints:

Possible reasons for recent market decline:

  1. Multi-month decline in earnings
  2. Widening credit spreads
  3. Economic weakness from China/devaluation of the Yuan
  4. Slowing growth and commodity price weakness (deflation fears)
  5. Fed Policy uncertainty
  6. Market technicals
  7. Investor nervousness, skepticism, and uncertainty

Near term thoughts-

  1. China’s economy is slowing, but not enough to cause a global recession
  2. US economy continues to perform well
  3. He doesn’t see this correction as indication of recession, since he see’s no inflation/Fed tightening

Market dynamics- The belief that this swing is likely caused by technical factors and not fundamental weakness in the economy, when combined with the fact that previous declines during this bull market have been buying opportunities, there is belief that this is one as well.

Of course, past performance is no guarantee of future results.