Financial Services InternBlackboard Inc
Market Research & Analysis InternBurton Hill Capital
Intern-Trax ERP Content AssociateMetra
$18-$27 Per Hour Accounting Remote ClerkALEMBIC PHARMA.
Accounting InternUniversity of Maryland, Baltimore County
Finance InternshipLanchid LLC
Loan Processor Assistant / Mortgage Loan OriginatorFinancial Triangle
Financial Advisor internBookmark This
Toler Financial Group
6901 Rockledge Dr
Posted: September 29 2015
Application Deadline: Available Year-round
Position: Part-time, Unpaid
Always be on the alert for potentially fraudulent job postings online - never send money to a potential employer.
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