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Company Description Das Securities is dedicated to managing and protecting client investments so they can focus on what matters most in their lives. The firm provides wealth management services designed to align financial strategies with individual goals and risk profiles. Das Securities emphasizes trust, transparency, and long-term client relationships. Team members work in a client-centered environment where attention to detail and commitment to financial well-being are core values.
Role Description The Wealth Management Intern role at Das Securities is a full-time, remote position supporting advisors in delivering high-quality financial services to clients. Day-to-day responsibilities include assisting with financial planning analysis, preparing investment reports, and supporting portfolio reviews. The intern will help gather and organize client data, conduct basic research on investment products and market trends, and contribute to insurance and risk management assessments. Additional tasks may include drafting client communication materials, updating internal documentation, and collaborating with team members to enhance client service processes.
Qualifications
- Skills in Financial Planning and Finance to support the development and review of client financial plans.
- Knowledge of Investment Management and Investments to assist with portfolio analysis and investment research.
- Understanding of Insurance concepts to help evaluate risk management and protection strategies.
- Strong analytical, quantitative, and problem-solving skills, with attention to detail and accuracy.
- Effective written and verbal communication skills, and the ability to work independently in a remote setting.
- Proficiency with spreadsheets and basic financial software; familiarity with market data tools is beneficial.
- Currently pursuing or having completed studies in Finance, Economics, Business, or a related field is preferred.
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