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Financial Services Intern

1 month ago

Lake Geneva, Wisconsin, United States FORM Wealth Advisors Full time
Join Our Team as a Financial Services Intern

We are seeking a motivated and detail-oriented student to join our team as a Financial Services Intern for the Spring 2025 Semester. As a member of our team, you will gain invaluable experience and knowledge about FORM Wealth Advisors' policies, procedures, and culture in preparation for a career in the financial services industry.

Key Responsibilities:
  • Assist the Client Service Team in preparation for appointments
  • Answer phones and assist with receptionist duties as needed
  • Client Services/Concierge Assistant
  • Assist with Salesforce (Financial Service Cloud) data entry – updating and organizing profiles
  • Assist 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

We are committed to providing a unique 'high-touch service' experience for all our clients. Our team adheres to a proprietary service model called the Total Relationship Approach, reflecting our dedication to our clients' financial well-being.

FORM Wealth Advisors uses a discretionary management approach to best serve our clients. 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.