Finance InternshipBookmark This
1 South Fair Oaks Ave, Suite 200
DescriptionWe are seeking candidates for this key developmental position responsible for working with our advisory team. These motivated individuals have the drive, work ethic, personality and integrity to help our clients achieve their financial goals.
ResponsibilitiesYou will learn to:
Networking with corporations and business professionals
Develop and cultivate client relationships
Build client relationships based on strategies that have been developed
Become the industry resource and preserve the pride of the company
RequirementsQualified individuals are exceptional, client-oriented professionals with the following qualifications: ability to develop strong client relationships; ability to multi-task in a fast pace environment; learns quickly; enjoys collaborating with others to meet challenges. Direct experience working in financial services preferred, with a minimum of experience in a professional business or customer service environment required. A bachelor’s degree is required, with an emphasis in financial planning or business preferred.
Excellent communication and presentation skills
Demonstrated to work in a fast pace environment
Able to work with a diverse populace
Profound ability to set goals and and work to achieve those targets
Knowledge of financial instruments and various aspects of the financial services industry