Ricky Meister
Break Into Private Wealth Management | Former Raymond James Intern
Studied at Penn State Smeal College of Business
Works at BlackRock
Questions? Start chatting with this coach before you get started.
Ricky's Offerings
Custom hourly · $79/hr
Get help with Cover Letters, Interview Prep, and .
Ricky’s Wealth Management Qualifications
Coaches professionally
Experience level: Intern
Welcome to my profile! With a strong foundation in finance from Penn State Smeal College of Business and hands-on experience as a Private Wealth Management Intern at Raymond James, I am well-equipped to guide you through the complexities of wealth management. My role involved managing over 40 client accounts and implementing AI-enabled workflows to enhance efficiency, which has honed my ability to align financial strategies with client goals. Additionally, my experience as a Junior Analyst at Penn Wealth Management and a Life Insurance Agent has provided me with a comprehensive understanding of portfolio creation and financial planning. Whether you're looking to optimize your investment strategy or secure your financial future, I'm here to help. Let's connect and tailor a plan that meets your unique needs!
Ricky can help with:
Cover Letters
Interview Prep
Networking Strategy
Resume Review
Skill Building
About Ricky
I’m an incoming 2027 Summer Analyst with BlackRock’s Financial Institutions Group, but my journey began without Wall Street connections or a clear roadmap. At Penn State, I taught myself how to build genuine relationships, turn cold outreach into warm conversations, strengthen my résumé, and perform confidently in competitive interviews. That discipline helped me earn a sophomore internship in Private Wealth Management at Raymond James and ultimately secure my BlackRock offer. I understand what it takes to create opportunities from the ground up, and I now use that firsthand experience to help other ambitious students do the same.
Why do I coach?
I coach because talented students should not have to navigate finance recruiting alone. I know how overwhelming it can feel when you lack connections, direction, or someone willing to give you honest feedback. My goal is to shorten that learning curve by providing the practical strategy and personalized guidance I wish I had—helping students approach networking, résumés, and interviews with a clear plan and genuine confidence.
Work Experience
Summer Analyst
BlackRock
June 2026 - Present
Private Wealth Management Intern
Raymond James
May 2026 - Present
• Managed meeting preparation and follow-up for 40+ accounts within a 500-account private wealth practice, delivering performance summaries and documenting actionable notes that kept the lead advisor aligned on client goals • Built and implemented an AI-enabled workflow to automate prospect follow-ups, cutting administrative workload by 4–7 hours per week, while maintaining accurate client and pipeline data across Raymond James CRM, Excel, and life insurance systems
Junior Analyst
Penn Wealth Management
November 2025 - Present
• Research ETF’s, analyzing fact sheets and utilizing Morningstar to supplement due diligence and portfolio creation • Compete in case competitions, researching fixed income, equities, and commodities to create mock client portfolios
Head of Construction Recruitment
Sigma Chi Fraternity
November 2025 - Present
Chair
Sigma Chi Fraternity
August 2025 - Present
Life Insurance Agent
Family First Life
July 2025 - Present
Manage and build relationships with clients by assessing financial needs and recommending customized life insurance and annuity products to protect assets, help their families, and ensure financial stability during challenging times
Analyst
Nittany
January 2025 - Present
•Develop foundational skills to analyze economic data, interest rates, geo-political news, fixed income, and equity trends during weekly financial education through group market discussions and analysis with over 100 people
Education
Penn State Smeal College of Business
Bachelor, Finance & Economics
2024 - 2028
Grade: 3.83 | Deans List: 3/3 Activities and societies: Penn State Wealth Management Association (PSWMA), Nittany Markets Analysis Association, Penn State Financial Advisors (PSFA), THON, Sigma Chi Fraternity