One Rockefeller Plaza, 10th Floor
New York, NY
Dumont Financial (dumontfinancialllc.com) is an independent registered investment advisory firm that specializes in helping individual clients become efficient in their portfolio and cash flow so they can achieve their retirement and financial goals. Using a unique approach called Circle of Wealth (see our website), we show clients how to find the money they are transferring, bring that back to the table, and achieve their goals. In a way, it's financial planning on steroids. We use some of the most powerful software available to create these plans, and then we implement and service these plans with a wide range of investment and insurance products. Your role would be to learn the Circle of Wealth System and learn about the investment and insurance products by supporting the registered agents. You would be asked to take a very hands-on approach to many aspects of the business, from marketing systems, to client relationship management, to product tracking. We are especially interested in interns who are looking for a year-long experience, with the potential to becoming a paid support or registered person.
Responsibilities on a daily basis will include time for learning about the business as well as the systems used to facilitate efficiency. Assignments will be based on individual strengths and interests. Position will begin as unpaid, with possibility of becoming a permanent paid position.
Strong communication skills are essential, including excellent written and verbal ability. Polite and professional appearance and manor in person and on the phone is also essential. Inquisitive and open minded attitude toward learning, strong and focused interest in people and finance is important. Ability to learn software quickly and effectively. Pride in taking responsibility for assignments, punctuality and attention to detail.