Intern, Wealth Management

Wedbush; Radnor (Delaware County); Presencial; USD 25.000 - 36.000; Jornada completa

Descripción de la vacante

Wedbush Securities is seeking a summer intern for its Radnor, PA Wealth Management team to support various business units and assist experienced professionals at a leading financial institution.

The role offers exposure to recruiting, event coordination, client strategy development, and market research within a top-tier securities firm.

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

Outlook

PowerPoint

Adobe Acrobat

Professional presentation

Organizational skills

Attention to detail

Team collaboration

Educación

Pursuing finance/economics major

Descripción del empleo

Job Description

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

Job Description

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

Our Radnor, PA Wealth Management team is seeking a summer intern to provide support to various business units. This is a phenomenal opportunity for a self-driven student to support an experienced team of 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 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

Experience And Skills

• 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

What We Offer

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

The reasonable estimate of the compensation range for this role 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 of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview

This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due 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) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.