Financial Advising & Leadership Internship

Wealth Managment Internship Description

Are you looking to jumpstart your career in financial advising? Join our Financial Advising Internship Program, designed to provide you with a comprehensive introduction to the world of financial planning and advisory services. 

Key Responsibilities:

• Client Engagement: You will have the opportunity to book your own meetings, conduct initial consultations, and work directly with clients under the guidance of seasoned advisors.
• Customized Training Program: Participate in a structured training curriculum designed to provide you with the knowledge and skills necessary to succeed in financial advising.
• Deep Dive into the Profession: Gain a thorough understanding of what a career in financial advising entails. From financial planning to investment strategies, you’ll explore the various aspects of the role through real-world case studies and simulations.
• Exposure to Industry Leaders: Attend exclusive sessions featuring guest speakers from our partner firms and top-tier producers. These industry professionals will share their insights, experiences, and success strategies, giving you a unique perspective on the financial advising landscape.
• Networking Opportunities: Build your professional network by connecting with industry professionals, fellow interns, and potential future colleagues.

Qualifications:

• Currently pursuing a degree in Finance, Economics, Business, or a related field.
• Strong interest in financial advising and wealth management.
• Entrepreneurial mindset and no fear of rejection.
• Minimum 3.0 GPA requirement.

What You’ll Gain:

• Practical Experience: Direct exposure to the day-to-day operations of financial advising, from client meetings to portfolio management.
• Professional Development: Enhance your communication, analytical, and problem-solving skills in a fast-paced, client-focused environment.
• Mentorship: Receive guidance from seasoned advisors who are committed to helping you grow and succeed in your career.
• Industry Insight: Learn from top producers and industry leaders, gaining insights that will shape your approach to financial advising.

This internship is an unparalleled opportunity to explore a career in financial advising, offering a blend of hands-on experience, training, and networking that will set you up for success in the industry.

*We do not give sponsorship. This includes OPT/CPT candidates.