College Financial Representative (Intern)Bookmark This
3888 State St Ste 203
Santa Barbara, CA
DescriptionThis Internship is a Top 10 Nationally Ranked Internship Program! The responsibilities of an “intern” or College Financial Representative mirror those of a Career Financial Representative. In most ways, our College Reps follow the same process for establishing their careers as our full-time Financial Representatives. They will learn how to meet with clients, analyze the clients financial situation, make recommendations and provide ongoing services to their clients.
Along with having a Top 125 Training program, College Financial Representatives will work closely with mentors and clients to provide needs-based analysis and develop customized financial solutions to help ensure a client's needs are met at every life stage.