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Intern - Wealth Management

Company: Hilltop Holdings
Location: Roseville
Posted on: May 3, 2021

Job Description:

Hilltop Securities Inc. is currently looking for qualified students to join our team as a Wealth Management Intern in our Sherman Oaks, CA office. This individual will work closely with the Wealth Management team to gain hands-on experience in the financial services industry while assisting with several key initiatives across the company.

Professional Development Objectives: This individual will gain an introduction into the branch office environment and the role of advisors in the branch. They will be introduced to multiple advisors, which have different styles and investment strategies, to get a well-rounded understanding of what Wealth Advisors do today!

Essential Functions

  • Assist in summer intern projects including archiving and electronic file conversions
  • Assist and work side-by-side with advisors for summer marketing efforts
  • Other duties as assigned

Job Requirements

  • Excellent verbal, written and communication skills
  • Proven self-starter who can initiate tasks and follow up to completion to produce high quality results in a timely manner
  • Exceptional time management and organizational skills
  • Rising senior studying Finance, Accounting, Agriculture or related field
  • Candidate MUST have authorization to work for any employer in the US without requiring sponsorship, whether in student status or not

About the Company

At HilltopSecurities, we believe in building collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success.

As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

Keywords: Hilltop Holdings, Roseville , Intern - Wealth Management, Other , Roseville, California

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