Summer Wealth Management Intern: Market Research & Support

Wedbush Securities Inc.; Radnor (Delaware County); Presencial; USD 25.000 - 36.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Competitive hourly rate

Descripción de la vacante

Wedbush Securities in Radnor, PA is seeking a summer intern to support multiple business units within Wealth Management. You will assist senior advisors, schedule meetings, analyze advisor data, and help promote Wealth Management initiatives.

Requirements include enrollment in an accredited university (finance/economics preferred), proficiency with Outlook, PowerPoint, and Adobe Acrobat, and strong organizational and communication skills. Compensation is $22.00 per hour.

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

Presentation skills

Organizational skills

Teamwork

Educación

Finance or Economics major

Herramientas

Microsoft Outlook

PowerPoint

Adobe Acrobat

Descripción del empleo

Wedbush Securities in Radnor, PA is seeking a summer intern to support multiple business units within Wealth Management. You will assist senior advisors, schedule meetings, analyze advisor data, and help promote Wealth Management initiatives.

Requirements include enrollment in an accredited university (finance/economics preferred), proficiency with Outlook, PowerPoint, and Adobe Acrobat, and strong organizational and communication skills. Compensation is $22.00 per hour.