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Financial Planning/Wealth Management InternshipBookmark This
JFL Total Wealth Management
271 Route 46 West
DescriptionJFL Total Wealth Management is seeking a Finance Intern for the fall time frame (September 2012 – December 2012) but may be ongoing. The chosen intern will have the ability to shadow a Certified Financial Planner and learn the ins and outs of the financial planning industry. This role is ideal for someone pursuing a career in wealth management/financial planning.
The intern will assist in all clerical tasks including investment account paperwork, entering Morningstar reports, and editing or creating tracking spreadsheets (for new or established clients). The intern will also support the financial marketing process by assisting in direct mailings, email tracking, periodic market research, and/or assistance in event coordinati9on. The intern will obtain client or prospect information as needed and follow-up on certain processes such as data retrieval or account transfers. Here is a tactical list of duties, including but not limited to:
• Morningstar Report Data Entry
• Investment Paperwork Support
• Generate Money Guide Pro Simulations
• Process Facilitation & Account Management
• Customer Relationship Management
• Direct Mailings
• Market Research & Analysis
• Event Support
• Administrative Assistance
Jerry Lynch, Certified Financial Planner and President of JFL Total Wealth Management, has over 25 years in insurance and financial planning. He has been a regular guest on CNBC, WABC and does regular articles for the Star Ledger, USA Today, CNBC, ExecutiveInsight, and many other publications. He was recently named as a 2012 Top Wealth Manager by NJ Monthly Magazine and has been listed in the Consumers Research Counsels “Guide to America’s Top Financial Planners” since 2004.
JFL Total Wealth Management just celebrated its 15th anniversary and is currently undergoing a company-wide growth initiative. With a commitment to total wealth management and financial planning, the company is headed toward increasing its share of the market and increasing its share of mind among consumers.
For more information, please view our website at www.JFLTotalWealth.net. If you are interested in this internship opportunity, please call me directly at (973) 439-1190 Ext.220 and based on your experience and interest level, I will arrange your interview with Jerry Lynch. Please ensure you send your resume to me prior at firstname.lastname@example.org
Investment Advisory services offered through Comprehensive Capital Management, Inc., an SEC-Registered corporation. Securities offered through Comprehensive Asset Management and Servicing, Inc. Member, FINRA/SIPC/MSRB. JFL Total Wealth Management and CAMAS are independent of each other.