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About the Role
The Barron's Advisor Intern will support the Barron's Wealth & Asset Management Group by assisting with national, regional, and international invitation-only summits for financial advisors. This role involves client interaction, quality control, and accuracy, reporting to the Managing Director.
Responsibilities
- Assist with research projects related to the wealth management industry
- Support compiling invitation lists from Advisor Database for Advisor Summits
- Update database of attendees to clean up duplicates and outdated information
- Remove outdated reports and videos from database
- Personal Outreach to summit invitees (via phone or email)
- Help answer conference inquiries (website, email and phone) and filter to the correct department
- Provide information and support to attendees as it relates to Advisor Summits, Regional events, and Advisor Rankings
- Help with communications to conference speakers
- Help maintain data for conference speakers and content submissions
- Update the accuracy of conference content in internal databases, websites, and printed materials
- Support and organize the Continuing Education Credit application process
- Work in systems to manage projects, including FileMaker and Cvent
Requirements
- Completed at least two years towards your Bachelor’s Degree
- Proficiency in Excel (can perform complex functions) or Google Sheets
- Familiarity with financial data
- A dynamic and engaging demeanor and the ability to gain expertise and earn trust with our clients
- Organizational skills and attention to detail
- The ability to manage multiple tasks and deadlines
- An interest in finance, computer science, business administration, wealth management
- Enrollment in a 4-year undergraduate degree program
- Graduating in Dec 2027 – July 2029 (U.S.)
- Does not require sponsorship for employment visa status (now or in the future) in the country where applying.
Skills
- Excel
- Google Sheets
- FileMaker
- Cvent
- Quality control
- Accuracy
- Client interaction
- Research
- Communication
Location
- New York City
Work Type
- Hybrid
- In-office
- Full-time
Experience Level
- Internship
Education Level
- Bachelor’s Degree
Salary/Compensations
- $28.00 - $28.00
Benefits
- Comprehensive and competitive benefits package covering health, retirement, wellbeing, and more
- Optional benefits to meet the diverse needs of our employees
About the Company
- Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and live events.
- Dow Jones has produced unrivaled quality content for more than 130 years and today has one of the world’s largest newsgathering operations globally.
- It is home to leading publications and products including the flagship Wall Street Journal, America’s largest newspaper by paid circulation; Barron’s, MarketWatch, Mansion Global, Financial News, Dow Jones Risk & Compliance and Dow Jones Newswires.
- Dow Jones is a division of News Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV).
Equal Opportunity
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status or any other protected characteristic under applicable law.
- EEO/Disabled/Vets
- We are committed to providing reasonable accommodation for qualified individuals with disabilities in our job application and/or interview process. If you need assistance or accommodation in completing your application or participating in an interview due to a disability, email us at talentresourceteam@dowjones.com. Please put "Reasonable Accommodation" in the subject line and provide a brief description of the type of assistance you need. This inbox will not be monitored for application status updates.
- Please refer to the privacy notice at the bottom of this page for submitting any data access, deletion, or other data subject rights requests, where permitted under your local laws and regulations.