We are looking to hire a Financial Advisor Intern to join our growing team. This position will work side-by-side with our seasoned Financial Planners to grasp a foundational experience on the basics of working in the financial planning industry. The ideal candidate is a hard worker who takes direction well, embraces feedback and is hungry for an awesome opportunity to grow.
This is a part-time position, 15-20 hours per week, flexible scheduling.
The ideal individual must be able to work alone and feel comfortable taking initiative to meet deadlines and the client’s needs.
Assist with account reviews and preparation for account reviews.
Evaluate securities for suitability for client portfolio.
Updating client portfolio values, returns, risk statistics.
Develop Excel spreadsheets to show current Realized/Unrealized gains/losses.
Gain understanding of portfolio diversification (i.e. fixed income, equities).
Participate in prospecting and marketing activities.
Participate in compliance record keeping.
Assist with financial need analysis.
Must be in good academic standing in college or university
Have a minimum GPA of 3.0
Have a strong interest in pursuing the Financial Advisor career
Display excellent leadership, communication, teamwork and service skills