Transform Your Career with a Financial Advisory Role
1 week ago
Why Choose Us?
We're a values-driven social enterprise that challenges the traditional model of financial firms by prioritizing 'people before profits' and striving for financial and investment excellence. Our collaborative, small business environment offers hands-on opportunities to grow professionally while contributing directly to our clients' success.
We utilize cutting-edge industry technology, including top-tier financial, investment, and tax preparation tools like Advyzon, eMoney, HubSpot, to ensure our clients receive the best possible service. Our dedication to making a positive impact sets us apart from other companies in the financial advisory field.
We're seeking motivated and creative professionals who are eager to join us in helping individuals reach their financial potential. If you're passionate about financial advisory and are ready to work in a dynamic, client-centered environment, we want you on our team.
Internship Description
This Financial Advisory Internship is designed to provide hands-on experience and valuable insights into the career of a financial advisor. You'll work closely with our Financial Coaches and Advisors, gaining exposure to the entrepreneurial aspects of managing a practice. This opportunity emphasizes understanding how to manage and grow a client-centric advisory business while developing critical skills in investment management and advisory services.
Position Responsibilities
- Collaborate with an Advisory/RIA Team to support client and firm objectives.
- Bolster foundational to intermediate financial advisory skills.
- Analyze key investment management challenges and develop innovative solutions for client and firm needs.
- Evaluate and integrate the firm's investment planning philosophy and approach.
- Learn the technology used to implement investment strategies, contribute to process improvement, and assist with the adoption of new systems and solutions.
Position Requirements & Skills
- Education: Ideally a Rising junior or senior at a four-year institution.
- Background: No specific degree requirement, but a strong interest in pursuing a career in Financial Advisory as a Certified Financial Planner (CFP) is preferred.
- Skills:
- A self-motivated and driven individual with the ability to work independently and productively.
- Familiarity with investments and technology is a plus.
- Strong problem-solving skills and a proactive approach to learning and contributing to the team's success.
This internship offers a unique opportunity to build essential skills and gain direct experience in the financial advisory field while developing a deeper understanding of the investment management process.
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