Financial Advisor intern

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Toler Financial Group
6901 Rockledge Dr
Bethesda, MD
Posted: September 29 2015
Application Deadline: Available Year-round
Position: Part-time, Unpaid

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Description

Seeking 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.

Responsibilities

1) 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

Requirements

Reliable car and schedule, able to commit to total confidentiality of client information, comfortable working in a LGBT-friendly environment, professional dress/appearance.

Skills

Required - MS Office Suite, Excellent interpersonal skills
Preferred - Financial Markets, Life Insurance, Personal Financial Planning, Investment Analysis, Socially Responsible Investing

How To Apply

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Report potential scams Go to Trust and Safety Center