Wealth Management Intern: Market Research & Growth

Wedbush Securities Inc.; 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 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.