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Spring Intern

2 months ago

Lake Geneva, United States FORM Wealth Advisors Full time

We are looking for a dynamic student looking to grow their skills and build their resume with us for the Spring 2025 Semester.


COMPANY SUMMARY: Our Philosophy

FORM uses a discretionary management approach to best serve our clients. Therefore, we only work with clients who agree to a discretionary account relationship, in which FORM selects the portfolio best suited to the client's financial goals, investment objectives, time horizon, and risk tolerance.

At FORM, we are committed to providing a unique 'high-touch service' experience for all our clients. We have developed a proprietary service model called the Total Relationship Approach, which our team adheres to when working with clients. This model is based on time-tested service standards and processes, reflecting our dedication to our clients' financial well-being.


JOB SUMMARY: Basic Overview

This position involves assisting the team in various tasks. The intern will gain invaluable experience and knowledge about FORM policies, procedures, and culture in preparation for a career in the financial services industry.  


QUALIFICATIONS/SKILLS: Considered for This Position

Ø 1-3- years of experience or Enrolled in College seeking a Financial Degree

Ø Mature people/customer service skills

Ø Detail oriented

Ø Bachelors, Associates Degree or if in college working towards a Financial Degree

Ø Alignment with the FORM Philosophy

  

JOB RESPONSIBILITIES 

What This Position Is Uniquely Responsible For 

·        Assisting the Client Service Team in preparation for appointments 

·        Answering phones and assisting with receptionist duties as needed 

·        Client Services/Concierge Assistant 

·        Assist with Salesforce (Financial Service Cloud) data entry – updating and organizing profiles 

·        Assisting with back-office operations

·        Assist with Mass mailings 

·        Compliance assistance 

·        General office duties

·        Understanding the on-boarding process of an employee

·        Understanding the on-boarding process of a client

·        Improving the client experience through assisting with updating the policies and procedures manual

·        Understanding the Raymond James industry process.

·        Understanding the stages of life to educate themselves on the needs of a client

·        Understand the transition of clients into retirement and the need changes associated with the changes

·        Gain a general understanding of the firm’s philosophy and how they conduct business 

·        Participate in annual client meetings (4 call process. Annual, money call, 2 touch in calls)

·        Document annual meeting client meeting notes in client Life Plan in FSC

·        Begin continuing education process by preparing for SIE exam

·        Prepare FORM Wealth Advisor perspectives weekly industry informational and share with the team