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© All Rights Reserved. ApplyBlast.com
Simon Quick Advisors
Simon Quick Advisors is seeking a Spring Intern to support its client service and investment research teams in New York. This paid, in-person role provides exposure to all aspects of the business, focusing on financial planning and investing for affluent clients. The intern will assist with administrative tasks, portfolio analytics, and market research while working collaboratively in a dynamic environment.
Headquarters
Morristown, New Jersey, United States
Company Size
51-200 employees
Founded
2004
Simon Quick Advisors is a fiduciary wealth management firm that provides holistic wealth services across investment, tax, estate, and financial planning. They build personalized, goal‑aligned plans and manage portfolios with attention to tax efficiency and long‑term wealth preservation. The firm emphasizes putting clients’ interests first and partners with individuals, families, and business owners seeking coordinated, comprehensive financial advice.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Simon Quick Advisors.
Simon Quick Advisors didn’t post a salary, so this is our estimate from similar listings.
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