Wealth Management Intern: NYC Market & Portfolio Support

Wedbush; New York (NY); On-site; USD 25,000 - 36,000; Part time

Job summary

Wedbush Securities, a leading national securities firm and investment bank, is seeking a summer intern for its New York City Wealth Management team. You will support multiple business units and gain exposure to a high-performing financial institution.

Ideal candidates are self-starters pursuing finance or economics majors, comfortable with data research, and able to assist advisors with market analysis, client strategy, and event coordination.

Qualifications

• 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.

Responsibilities

• 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

Skills

Outlook

PowerPoint

Adobe Acrobat

Presentation skills

Attention to detail

Education

Finance or Economics major

Tools

Microsoft Outlook

PowerPoint

Adobe Acrobat

Job description

Wedbush Securities, a leading national securities firm and investment bank, is seeking a summer intern for its New York City Wealth Management team. You will support multiple business units and gain exposure to a high-performing financial institution.

Ideal candidates are self-starters pursuing finance or economics majors, comfortable with data research, and able to assist advisors with market analysis, client strategy, and event coordination.