Financial Advisor Internship - 76 Million Baby Boomers Need Our Help

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Guardian Wealth Management
1999 S Bascom Avenue, #700
Campbell, CA
Application Deadline: Available Year-round
Position: Part-time, Unpaid

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Description

Our Intern Program provides college students and graduates who majored in: Education, Communication, Finance and / or Business the opportunity to learn first hand about the importance of financial planning as boomers move into retirement. We welcome adults who are transitioning into a new career.

As a financial advisor intern, you will be teamed with a 20 year financial veteran working from a branch office. You will be working closely by following his proven formula for success learning how to find the ideal client, by being present in prospect to client transformation meetings, preparing financial plans and coaching the client to achieve their ideal retirement life.

Intern activities may include:

Workshop Planning
Marketing Support
Assist with networking and community involvement
Client service, and
Administrative responsibilities.

Responsibilities

You will be working closely with the advisor, and you will learn what it takes to be successful in this business. You will schedule meetings with referrals and existing cients, handle all client service, prepare for appointments, create financial plans, in essence you will shadow the advisor until you get what it takes to succeed in the business.

This opportunity may lead to full time employment.

Requirements

Candidates must be resourceful, detailed, personable, computer literate with strong oral and written communications skills. Multi-tasking and a positive attitide are crucial for your success and future in this business.

This is a NO smoke - NO tattoo office.

How To Apply

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