Wealth Management Intern

POSITION OVERVIEW

POSITION: Wealth Management Intern

TIME PERIOD: Fall and Spring Semester 

PREFERRED SKILLSETS: Proficient Microsoft Excel, Word, and PowerPoint, Good Communication Skills, Organizational Skills, and a General Understanding of How the Stock Market and Economy Operate.

• Required: Pass the Security Industry Essentials (SIE) within 4 Weeks of Hire
• Prepare segment and security reports and provides analyses for senior leaders that inform decision-making.

• Utilize the Bloomberg terminal, as well as Zacks, CNBC Pro, Seeking Alpha and Wall Street Journal/Barrons resources to research various investments.

• Compile information on prospective clients and aids in marketing campaigns.

• During the internship, students will receive their Bloomberg Markets Concept Certificate. This certificate demonstrates their knowledge on the Bloomberg research terminal used to analyze markets and investments.

• Formatting and sorting excel worksheets.

• Assisting with the creation and delivery of Greenbridge’s marketing pieces, targeting prospects for the firm.

• Keeping up to date with important market news and headlines. Keeping track of the various stock market index performance and relaying this information to the rest of the team. 

• During the internship, the student will have the opportunity to speak with many industry professionals, including but not limited to insurance agents, CPA’s, estate planning attorneys, and many more.

• Investment research including-securities analysis, reading periodicals, journals and trade publications, learning about balance sheets and income statements