learn more about the Virtual 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.
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