Financial Advisor Intern

What a financial advisor does:

• Identifies and sets appointments with potential clients
• Works closely with a mentor to meet with clients to assess their financial needs
• Designs, develops, and implements a marketing plan
• Develops a customized financial plan to address each client’s outlined goals
• Maintains strong relationships with clients, helping them to track their progress over time
• Provides ongoing consultation and support

Some of the features of this position include:

• One-on-One training from leaders in the financial planning industry locally.
• A comprehensive training program that includes financial planning, marketing techniques, consultative selling, client service and regulatory compliance
• Uncapped earning potential, advisors must be comfortable with the majority of their compensation coming from their results

Additional Requirements of the role:

• Ability to obtain licenses * U.S. Citizen or Permanent Resident