[Virtual] Wealth Management Fall Analyst & Marketing Internship
We are looking for a virtual intern to join our team at Drucker Wealth. The ideal candidate will have knowledge and interest in Wealth Management, Online Media, Digital Communications and general business operations.
Confidence, strong communication skills, and the ability to work autonomously while meeting tight deadlines are of the utmost importance for this position.
What you will do:
- Accurately and efficiently prepare new account and transfer paperwork
- Proactively follows up on transfers in process, ensuring a smooth transition for new and existing clients
- Communicates the status of all transfers to advisors and other support staff
- Diligently enters status data into the CRM system
- Help prepare client meeting presentation
- Research trending topics in personal finance, or those topics that would be most relevant to our target audience that we should create content around
- Work together with the team to develop creative strategies and editorial calendars for our company blog and social media pages
- Use Digital tools such as Google Analytics; monitor and interpret data, make recommendations based on data
- Develop social media campaigns with original and sourced content
- Pull together content for email marketing
What you will learn:
- The ins and outs of personal finance
- What it takes to run and grow a financial advisory firm
- How to take tools such as Google Analytics, Website CMS, and Google Search Console, and put them to use in a real world marketing plan
The ideal candidate will possess the following skills:
- Strong Communication skills – Must be able comfortable writing for multiple platforms (email, social, reports, copywriting for websites).
- Ability to learn quickly and complete tasks well on short deadlines and with minimum supervision
- Interest in emerging technologies and digital marketing
- Interest in financial services/personal finance a big plus
- Proficient or readily able to learn Technology products such as Asana, Trello, Gmail, Google Calendar, Google Analytics, Zoom, and Hootsuite
- Self-Starter - ability to work independently without constant supervision, meet quick deadlines, and be responsible for the quality of your work.
As a small company, we all wear many hats and take on a variety of roles. Our ideal candidate will thrive in this environment, and enjoy taking on various responsibilities and learning about many different aspects of the business.