Intern - Investments
trustpointinc
About this role
An investment intern at Trust Point Inc. supports the investment department by assisting with client materials, security reviews, performance reports, and compliance tasks. The role offers hands-on experience in investment and wealth management with collaboration with analysts and portfolio managers.
Skills
Qualifications
About trustpointinc
trustpointinc.comTrust Point Wealth Management is a financial services firm that provides personalized wealth management and financial planning for individuals, families, businesses, and non-profits. It focuses on time-tested strategies and custom-tailored solutions to help clients secure and simplify their wealth. Based in La Crosse, Wisconsin, the firm operates with broad, accessibility-driven hours (9:00–17:00 daily) under the brand promise to “Simplify Your Wealth.” The messaging emphasizes clear, comprehensive guidance to manage and grow wealth across diverse client needs.
About trustpointinc
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for trustpointinc.
Salary
$57k – $87k
per year