Financial Intern

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Flexible intern with full time employment opportunity.

Growing financial firm seeks passionate, internet savvy, energetic, detail-oriented, responsible college students for internships to start as soon as possible. You will learn valuable skills necessary to work in a modern fast paced office environment.



Creative conception and development
Market research
Competitive research
Database management
Administration of marketing collateral
Interest in the marketing and sales fields.
Excellent verbal and written communication skills.
Outgoing and flexible with a willingness to work under deadlines.
Proficiency in Social Media Platforms
Gain real-world knowledge about small business development.
A hands-on learning experience in Finance/Marketing/Sales.


1. Analyze and capitalize on new market segments using proprietary research program "RLG"
2. Reach out to current clientele to manage annual reviews and identify potential assets or accounts to be rolled over into current strategy.
3. Send out and receive faxes, emails, phone calls.
4. Greet clients in the office and make sure they are comfortable until my time opens up.
5. Assist in the construction of portfolio's with input as to why certain strategies make sense over others.
6. Assist, and when appropriate construct illustrations showing how each product or account will work for each specific client, why it makes sense, and how it works.
7. Identify potential estate planning errors and potential tax burdens that can be absolved or eased through the use of life insurance , tax free wealth accumulation, and the distribution of funds to heirs.
8. Explain the importance of changing from an aggressive risk tolerance when you are younger to a more conservative approach as you age. One illustrates this by explaining how the older you are, the smaller the time horizon is to recouperate from a loss.
9. Illustrate the importance of investing early, how powerful compound interest is.
10. Review top related financial blips online to draw correlations between the bond market and how they affect interest rates.
11. Illustrate hypothetical's of competing stock portfolio's vs. guaranteed accounts while understanding and listing the pro's and cons of each, why the work for specific people and the potential detriments of each.


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