NewEdge Wealth Summer 2027 Internship

NewEdge Capital Group

6d • Onsite

About The Position

Next summer, join NewEdge Wealth for an 8-week, in-person internship where you'll learn from professionals with decades of experience serving ultra high net worth individuals and families. We combine best-in-class technology, world-class investment capabilities, and superior client service to help our clients navigate the complexities of their wealth. As an intern, you'll see how it all comes together and be part of the team that makes it happen. We're welcoming interns in: Wealth Strategy Investment Strategy Marketing Operations

Requirements

• Successful completion of 1 year in bachelor’s-level program of studies
• Verbal communication
• Organization
• Scheduling
• Professionalism
• Customer focus
• Confidentiality

Nice To Haves

• Prior industry experience or relevant course work in the company’s division (i.e., IT, HR/legal, sales/marketing or wealth management) is preferred

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.
• Integrates into the team and works standard business hours, taking on real responsibilities alongside full-time staff.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern