Intern, Wealth Management Job at Wedbush Securities, San Francisco, CA

M1V3N3VlU1dXWWlSM1owend6bUJwMm14Qnc9PQ==
  • Wedbush Securities
  • San Francisco, CA

Job Description

Invite a friend

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 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:

  • Assist with phone coverage and mail review and distribution
  • Provide ad hoc support to members of the Wealth Management team
  • Assist with project management duties
  • Follow up on deadline-driven tasks and issues
  • Maintain files and documents
  • 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
  • Familiarity 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 work flow
  • Requires high degree of accuracy and attention to detail
  • Ability to work in a fast-paced team environment

What We Offer

What Wedbush Offers You 

 

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 $20.00hour. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, it is not typical for an individual to be hired at, or near, the top of the range for their role. 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 

 

Job Tags

Summer internship,

Similar Jobs

Bitwise

Junior software engineer Job at Bitwise

 ...not a cult. What We Look For Bitwise hires talented engineers who are driven by purpose and who value a culture of...  ...About this Role Bitwise has an exciting opportunity for a Junior Software Engineer. Our team of Analysts and Engineers is motivated by... 

Maryland Real Estate Academy

School Administrator Job at Maryland Real Estate Academy

 ...: At Maryland Real Estate Academy, we are more than just a real estate school; we are a dynamic partner in navigating the ever-evolving real estate education landscape across Maryland. Our commitment to excellence, deep industry expertise, and unwavering dedication to... 

18 Wheels USA

New Class A Truck Drivers Regional Job at 18 Wheels USA

18 Wheels USA is hiring Class A CDL truck drivers nationwide. This position is ideal for recent CDL school graduates looking to start their trucking career with a stable carrier that offers paid training, consistent freight, and reliable home time. Drivers will operate... 

Intelligent Staffing Inc.

Director of Information Systems- (#PR) Job at Intelligent Staffing Inc.

As a strategic planning partner, the Director of IT will provide ongoing analysis and planning of information technology services, initiatives and implementation of change management relative to information systems, organization wide. Job Duties and Responsibilities...

Velocity Clinical Research, Inc.

Clinical Research Assistant Job at Velocity Clinical Research, Inc.

Clinical Research Assistant Location Dallas, TX (North Dallas area) : Overview: Velocity Clinical Research is an owned and integrated research site organization, providing excellence in patient care, high quality data and fully integrated research sites. At Velocity,...