Intern, Wealth Management

Wedbush Securities; Denver (CO); Presencial; USD 25.000 - 36.000; A tiempo parcial

Descripción de la vacante

Wedbush Securities is seeking a summer intern to support the Denver Wealth Management team and assist various business units. The role offers exposure to prospecting calls, meeting coordination, and event support within a leading financial institution.

The position provides hands-on experience with senior advisors, portfolio research, and market analysis, ideal for a finance/economics student seeking practical industry insight in a fast-paced environment.

Formación

• Must be enrolled in an accredited university, preferably pursuing a major in finance, economics, or related field.
• Proficient with Microsoft Outlook, PowerPoint, and Adobe Acrobat preferred.
• Professional presentation skills, demeanor, and ability to effectively interact with all organizational levels.
• Exceptional organizational skills and the ability to prioritize daily workflow.
• Requires high degree of accuracy and attention to detail.
• Ability to work in a fast-paced team environment.

Responsabilidades

• Follow-up with prospecting calls for recruiting
• Set-up schedules for meetings internally and externally
• Coordinate marketing events for NY Wealth Management team
• Work with senior advisors; build a fictional client strategy and monitor the portfolio with market research
• Analyze data on current advisors and suggest next steps for building their book
• Strategize promotional ideas for Wealth Management to increase exposure in market
• Research local market in NYC to improve income opportunities for expansion
• Perform other tasks and duties as required and assigned

Conocimientos

Finance major

Presentation skills

Attention to detail

Organizational skills

Teamwork

Outlook

PowerPoint

Adobe Acrobat

Educación

Pursuing finance/economics major

Herramientas

Outlook

PowerPoint

Adobe Acrobat

Descripción del empleo

Wedbush Securities is one of the largest securities firms andinvestment banks in the nation. We provide innovative financialsolutions through our Wealth Management, Capital Markets, Futuresand Advanced Clearing & Prime Services divisions. Headquarteredin Los Angeles, California with over 100 offices and more than 80correspondent offices, our commitment to providing relentless,customized service is the foundation of our consistent growth.

Our Denver Wealth Management team is seeking a summer intern toprovide support to various business units. This is a phenomenalopportunity for a self-driven student to support an experienced teamof professionals at one of the nation’s leading financial institutions.

Responsibilities include, but are not limited to:

• Follow-up with prospecting calls for recruiting
• Set-up schedules for meetings internally and externally
• Coordinate marketing events for NY Wealth Management team
• Work with senior advisors; build a fictional client strategy andmonitor the portfolio with market research
• Analyze data on current advisors and suggest next steps forbuilding their book
• Strategize promotional ideas for Wealth Management to increaseexposure in market
• Research local market in NYC to improve income opportunities for expansion
• Perform other tasks and duties as required and assigned

Experience and Skills

• Must be enrolled in an accredited university, preferably pursuinga major in finance, economics, or related field
• Proficient with Microsoft Outlook, PowerPoint, and Adobe Acrobat preferred
• Professional presentation skills, demeanor, and ability toeffectively interact with all organizational levels
• Exceptional organizational skills and the ability to prioritizedaily workflow
• Requires high degree of accuracy and attention to detail
• Ability to work in a fast-paced team environment

What We Offer

Wedbush Securities (WS) aims to foster a culture of inclusionwhere all Colleagues are valued for their unique contributions tothe firm provided equal opportunities to succeed.

The reasonable estimate of the compensation range for thisrole has not been adjusted for the applicable geographic location.A reasonable estimate of the current range is $22.00 an hour . Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety offactors including but not limited to location; skill sets; experience and training; licensure andcertifications; and other business and organizational needs.

This position is subject to various laws or regulations thatimpose restrictions or prohibitions for employment with Wedbushdue to criminal history. Those laws or regulations include but are not limited to,the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. s eq . , Financial Industry Regulatory Authority (FINRA) Rules3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.