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Internship

Wealth Management Intern (Summer 2024) - San Diego

🚀 Summer Internship

San Diego

⌛ Closed
Applications are closed

Summer Internship

Banking & Finance•San Diego

Description

  • Work closely with assigned department on various tasks, attend department meetings, manage small projects, and learn about how the department functions within the organization.

Requirements

  • This position is 100% on site
  • A current college student
  • Willingness to learn
  • Excellent verbal and written communication skills
  • Microsoft Office proficiency
  • Organization skills
  • Professionalism
  • Confidentiality
  • Must be at least 18 years old
  • Must possess a valid driver's license
  • Must be authorized to work in the United States for any employer

Education requirements

Currently Studying

Area of Responsibilities

Banking & Finance

Responsibilities

  • Assist with marketing for the team – webinars, email marketing
  • Keep advisors apprised of interesting articles, information
  • Prepare work for financial planning and investments
  • Learn to understand the concept of the department and how the function is important to the organization’s overall business.
  • Shadow multiple office positions and train in a variety of tasks within the department.
  • Perform other duties as assigned.
  • What you will gain:
  • Knowledge on products and tools that are used for financial planning and how to prospect for clients.

Details

Work type

Full time

Work mode

office

Location

San Diego