Financial service Internship

We are seeking highly motivated Financial Service Interns to join our team. As a Financial Service Intern, you will be shadowing seasoned Agent/Advisors while they provide comprehensive financial services to our clients. This is an excellent opportunity for someone who is eager to create a strong background in finance and business, also for those with a passion for helping individuals and businesses achieve their financial goals. Open to transitioning DoD Service Members as well. We are only holding space for 10 individuals.

Responsibilities

- Learn to conduct thorough financial assessments for clients to determine their current financial situation and future goals

- Learn to develop personalized financial plans based on clients' needs and objectives

- Learn to provide guidance on growth strategies, asset allocation, and portfolio management

- Learn to assist clients with planning and optimization strategies

- Expected to stay up-to-date with industry trends, regulations, and best practices in financial planning

- Learn to build and maintain strong relationships with clients through regular communication and exceptional customer service

- Learn to collaborate with other professionals, such as Attorneys, CPAs, Debt Specialists or Estate Planners, to provide comprehensive asset and wealth management solutions

- Actively participate in business development activities to expand the client base

Qualifications
- Must be a U.S. Citizen or have a legal status and reside in the United States of America.

- Strong analytical skills with general proficiency in math and financial calculations

- Excellent communication and interpersonal skills to effectively interact with clients and colleagues

- Ability to work independently and manage multiple client relationships simultaneously

- Proficient in using financial software applications and tools

If you are a results-oriented individual with a passion for finance and business, and helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Service Intern and make a positive impact on the lives of our clients.

Please note that only qualified candidates will be contacted for further consideration.

Benefits:

Employee assistance program
Financial planning services
Flexible schedule
Professional development assistance
Referral program
and more.

Compensation package for those that join us part-time and full-time:

1099 contract
Commision pay
Bonus opportunities

Weekly schedule:

Choose your own hours

Work setting:

In the field
Office
Remote

Application Question(s):

Do you currently reside in the United States of America?
Do you have a personal computer or laptop, and webcam?
Do you have reliable internet and a quiet location to operate in?
Are you a U.S. Citizen, a Permanent Resident, or hold a legal status to reside in America?

Work Location: Remote