Financial Advisor Intern

Thompson Wealth Management - Scottsdale, AZ (30+ days ago)


Responsibilities:

  • Run client portfolio performance reports
  • Greet everyone in a friendly and sincere manner
  • Run investment proposals
  • Handle incoming calls
  • Perform data entry
  • Input client data into retirement planning software
  • Schedule appointments with clients / prospects
  • Send periodic client correspondence
  • Coordinate the assembly / mailing of client paperwork
  • Schedule meetings with industry professionals
  • Perform other duties as assigned

Knowledge, Skills, & Abilities:

  • Superior phone skills - friendly and helpful in all phone interactions
  • Exceptional interpersonal skills
  • Positive attitude and extraordinary client service orientation
  • Excellent organizational and time management skills
  • Professional demeanor
  • Proficiency with Google office
  • Bonus: Previously worked with InfusionSoft

Background:

  • Finance background preferred
  • Familiarity with the financial services industry

Details:

  • Part time
  • Class credit
  • Fall 2018

Job Type: Internship

Education:

  • Associate (Preferred)

Onboarding time:

  • Less than 1 month