Company: Capstone Financial Partners
Address: 3333 Peachtree Road, STE 400
Location: Atl, GA
Application Deadline: Available Year-round
Position: 2 Part-time, Unpaid
Connections
Description
The intern will be testing out a career in Financial Planning with an advisor mentor at Capstone Financial Partners
Responsibilities
The intern will work with one or more personal financial planners performing the following duties:
1. Mailing/Phone Call/Email campaigns to potential clients
2. Target marketing campaigns to prospects
3. Update prospect database with contact results
4. Training for a career in financial planning
Requirements
• Must be very proficient with Microsoft Word, Excel & Outlook
• Must have great communication skills and be comfortable making phone calls to potential clients - PLEASE DO NOT APPLY OTHERWISE
