Tuesday, January 13, 2015

Marketing internship - Rhode Island - Financial Advisors

Waddell & Reed, Inc
Financial Advisors™


 Company Profile:
Waddell & Reed, Inc., formed in 1937, is one of the most enduring broker/dealers in the United States. We offer advisors an environment which seeks to combine the philosophical and practice flexibility of an independent model with the support and resource infrastructure of a full-service firm. Our Classic advisors emphasize comprehensive financial planning and work in a direct-to-fund environment. Our Choice Advisors, utilizing the brokerage platform of Pershing, LLC, work in an open-architecture environment providing a comprehensive array of products and fee-based structures. Advisors from both operating environments can qualify for stock of our public company and enjoy highly competitive compensation structures within the practice model that they select, with payouts ranging from 60% to 90%. In a commoditized broker/dealer world, we believe we offer a uniquely flexible and supportive structure that provides advisors, and their clients, the opportunity to optimize their success.

The position of the intern will act as a key support person for a Financial Advisor and the individual Waddell & Reed practice. This allows an intern the unique ability shadow the experience and see firsthand what it is like to run a Financial Planning practice while helping a Financial Advisor manage their practice.

Junior/Senior Marketing or Business related majors.
Availability Monday-Friday. Varied hours, yet flexible for student’s schedule.


  • Detail-oriented with demonstrated organizational skills
  • Excellent written and oral communication, time-management and interpersonal skills; tact and confidentiality
  • Proficient computer skills; including MS Word, Excel, PowerPoint, etc.
  • Ability to handle varied work flow, deadlines and time constraints
  • Self-motivated and coachable with a desire to grow and learn.
  • Outgoing personality; sales ability/experience a plus


·         Learn about the financial services industry and related marketing efforts.

·         Learn about our Customer Relationship Management database program to retrieve key information, facilitate client contact plan and to create marketing related client lists.

·         Observe and participate in Social Media/Networking Web site activities and promotions using LinkedIn etc.

·         Participate in ongoing enhancements and updates to our Web site

·         Participate in and observe ongoing development of our Internet and Search Marketing initiatives.

·         Practice coordinating and developing sample marketing / recruiting plans.

·         Learn how to research potential new marketing services.

·         Observe and assist with development and preparation of marketing letters and materials for prospective clients.

·         Provide feedback in the maintenance of our marketing materials.

·         Learn how to perform a limited number of general office duties.             

To apply Please send Resume to email address below.
Internship Supervisor Contact Information:  
Todd Vroman, District Branch Manager