{"id":1788175,"url":"https://alion.io/job/simon-quick-advisors-spring-intern-simon-quick-advisors","title":"Spring Intern - Simon Quick Advisors","company":{"id":2251207,"name":"Simon Quick Advisors","domain":"simonquickadvisors.com","url":"https://alion.io/company/simonquickadvisors","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"JazzHR","truth_index":null},"role":"Early Careers","role_family":"Early Careers","seniority":"intern","employment_type":"internship","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Morristown, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":40000,"max_usd":66000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":258},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-03T17:35:05Z","employer_posted_date":"2026-10-03","last_verified_at":"2026-10-07T22:37:37Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Job Title: Spring Intern\nLocation: Morristown, NJ (In Person)\nStarts: Beginning of January\nEnd: End of May\nAbout Simon Quick Advisors\nSimon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.\nOur purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.\nProgram Description\nInterns have exposure to all aspects of the business, with a focus on client service and investment research. Interns provide support where it is most needed and are trained as generalists rather than hired for a specific role. Simon Quick Advisors primarily seeks interns who have an interest in business, particularly finance, and wish to have a career focused in investing and/or financial planning. This is a paid internship.\nDuties & Responsibilities\nDaily administrative support including scanning documents, filing statements, answering phones or other general office-related tasks.\nWork with our client service team to prepare portfolio analytics and presentation materials for client and prospect meetings.\nAttend client calls that cover topics including market outlook, portfolio performance, and financial planning\nCreate manager profiles in proprietary database and liaise with investor relations departments if necessary.\nTake detailed notes on manager calls and attend investment research team meetings.\nGenerate research surrounding macro events affecting the investment community.\nAttributes\nFoster a positive atmosphere within the office and with clients.\nDisplay team-oriented, collaborative spirit.\nPresent professional behavior, appearance, and etiquette at all times.\nAbility to work under multiple managers in a dynamic environment.\nAbility to work at a high level of independence.\nQualifications\nProficient with Microsoft Office, particularly Excel, Outlook, PowerPoint, and Word.\nHighly self-motivated individual who can work independently as well as on a team.\nStrong organizational, time management, and written/oral communication skills.\nStrong attention to detail.\nKnowledge of investing and financial markets is helpful but not required. \nJunior or Senior pursuing undergraduate degree preferred. \nSimon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected 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