Lyons Wealth Management · 3 hours ago
Wealth Management Intern
Winter Park, FL
Internship
Onsite
InternLyons Wealth Management is seeking a Wealth Management Intern to provide hands-on experience in finance. The intern will be responsible for researching investments, assisting with portfolio management, and supporting M&A deal sourcing while developing communication skills.
FinanceFinancial ServicesWealth Management
Responsibilities
Research companies, sectors & market trends
Support portfolio management & reporting
Assist with M&A deal sourcing
Generate qualified leads for our advisors
Develop sales & communication skills
Use sales tracking tools & schedule client meetings
Qualification
Required
Currently enrolled in a Bachelor's or Master's program in relevant discipline (Economics, Finance, Business, Mathematics, other relevant disciplines)
Ability to work on-site
Company
Lyons Wealth Management
Lyons Wealth Management provides investment management and strategic wealth planning services.
Founded in 1997
11-50 employees
Funding
Current Stage
Early StageRecent News
2024-10-31
Company data provided by crunchbase