Job Summary:

For the summer of 2025, Intern opportunities have been identified in four departments at NewEdge Wealth: Investments, Wealth Strategy, Client Service and Finance.

Intern Job Duties/Responsibilities:

Understands the overall concept of the company, including the brand, customer, product goals, and all other aspects of client and customer service.
Accepts designated, business-focused projects to research, propose ideas and solutions, and present during the internship.
Engages with advisors, clients and other team members to provide service, marketing and/or sales, as appropriate.
Learns and becomes proficient on internal software systems.
Assists in creating client reviews, marketing books, business analysis and investment reports.
Acts as a regular employee in terms of assimilating into the company culture, observing traditional working hours, and maintaining any relevant workplace responsibilities and educational expectations.

Intern Required Skills/Abilities:

Verbal communication
Organization
Scheduling
Professionalism
Customer focus
Confidentiality

Education and Experience:

Successful completion of 1 year in bachelor’s-level program of studies
Prior industry experience or relevant course work in the company’s division (i.e., IT, HR/legal, sales/marketing or wealth management) is preferred

Deadline to submit to apply is November 4, 2024