Wealth Management Summer Intern

Summary

The Concord, New Hampshire, branch of Benjamin F. Edwards is seeking a motivated and driven Wealth Management Summer Intern to join our team. In this role, you will have the opportunity to gain hands-on experience in the financial services industry, working alongside experienced Financial Advisors and Financial Client Associates. You will be responsible for supporting the team in a variety of tasks related to client management, account maintenance, and administrative duties.

Take this opportunity to learn at a successful and growing Benjamin F. Edwards branch, serving over 500 households with more than $360 million in combined assets. Our team is excited to share their knowledge and experience with this intern in helping them develop their own career path in financial services.

Essential Duties & Responsibilities

• Assist the Branch Manager, Financial Advisors, and Financial Client Associates with daily tasks, including account maintenance, data entry, and report generation.
• Conduct research on various investment products, services, and industry trends.
• Participate in client meetings and assist with the preparation of materials.
• Support marketing and business development initiatives including in-person client events.
• Collaborate with other interns and team members on projects.
• Attend training sessions and educational events.
• Learn and adhere to regulatory requirements and compliance procedures.

Preferred Experience and Attributes

• Applicants must be entering their Sophomore, Junior, or Senior year at a 4-year accredited college or university with a minimum GPA of 3.0.
• Currently enrolled in a bachelor's degree program in finance, business, economics, or a related field with a strong interest in pursuing a career in the financial services industry.
• Professional presence with strong client service and interpersonal skills across a wide variety of communication channels (in-person, over the phone, and using video technology).
• Marketing expertise preferred, with an ability to understand and interpret numeric data.
• Detail-oriented with strong organizational and time management skills.
• Ability to work effectively in a fast-paced, deadline-driven environment.
• Proficient in Microsoft Office Suite and experience with CRM software is a plus.
• Computer proficiency with basic applications (Office 365), and a proven ability to learn other software and technology. Interest in learning more about platforms like Pershing/NetX360, Salesforce, Orion, and MoneyGuidePro.
• Must be able to exercise discretion in handling confidential information.

Key Measures of Success in the Role

• Quality of Work: the way the responsibilities are completed with accuracy, thoroughness, responsiveness, and good decision-making.
• Interpersonal Skills: the effectiveness of an individual’s interactions with others and as part of a team and their level of participation.
• Communication Skills: the ability to express information to others through writing and speaking and the willingness to do so with tact and diplomacy.
• Approach to Work: the posture an employee takes while performing assignments. Approaches encouraged include actively seeking new ways to improve processes, a willingness to take risks, being open to new ideas and approaches, remaining organized yet flexible, being punctual and reliable.
• Quantity of Work: the level of an employee’s success in producing the required amount of work through effective prioritization and time management.

Reports to: Branch Manager

About Benjamin F. Edwards & Co.

If you are interested in joining a firm that truly puts the interests of its advisors and clients first, you have come to the right place. Serving more than 300 advisors with over $45 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

Benjamin F. Edwards has repeated won recognition as a ‘best places to work’ culture, including recently achieved best in the U.S. for mid-sized companies in USA Today!

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

This is a paid internship with a competitive hourly rate. In addition to gaining valuable experience and skills, you will have the opportunity to network with industry professionals and potentially transition to a full-time position upon completion of the internship.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer.

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