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Toler Financial Group
6901 Rockledge Dr
Posted: September 29 2015
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DescriptionSeeking reliable, personable intern who is interested in a career as a financial advisor. Part-time internship for 2 months or longer, year-round. Work one-on-one with an experienced financial advisor (and her assistant) as she conducts client meetings, creates financial plans, manages investments and insurance. Client meetings around the DC area, principally in Bethesda and Takoma Park. Excellent writing, verbal, and interpersonal skills are necessary. Schedule flexible, some Saturdays.
Responsibilities1) Client meetings - note taking and task management
2) CRM and planning system database input/management
3) Assist with administrative tasks as needed
4) Mutual fund and portfolio analysis as able
RequirementsReliable car and schedule, able to commit to total confidentiality of client information, comfortable working in a LGBT-friendly environment, professional dress/appearance.
SkillsRequired - MS Office Suite, Excellent interpersonal skills
Preferred - Life Insurance, Financial Markets, Personal Financial Planning, Socially Responsible Investing, Investment Analysis