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Josue Borrego LLC Financial Services
13111 N Central Expressway Suite 500
Posted: August 23 2016
Application Deadline: Available Year-round
Position: 10 Part-time, Paid
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DescriptionOur company has less than 2 percent of the market share in the financial services sector. If you are interested in learning the basics of business our 4 month internship program collapses about 3 years worth of experience into 4 months.
Students will be learning about investments: mutual funds, stocks, kids college accounts. Students will also learn about Investment Accounts: Such as 401ks/ IRA (Traditional and non). Student will learn basics of managing debt, how compound interests works and client services.
CONTACT: JOSUE BORREGO/ Regional Manager 210-323-5060
ResponsibilitiesStudents will mainly observe the interactions with clients; students will help with back office items-such as paperwork-filing etc. Students will be responsible to study Texas and National Law for Investments Series 6 and Series 63 Exams.
They must also study for their Life Insurance Exam in the State of Texas.
At the conclusion of the internship students will be fully licensed, ready to get a job in financial services.
RequirementsMust be able to pass a background check, conducted at the State and National level.
Must be able to operate a basic computer using Microsoft Windows or Apple IOS.