Wealth Management Operations Internship

6 days ago

King of Prussia, Pennsylvania, United States Fortivus Wealth Group Full time $40,000 - $60,000 per year

Summer Internship

-Job Type: Part-Time, onsite. PA Locations: King of Prussia

-Reports to director of respective line of business

-NM Contract: Non-Registered or Registered Associate Financial

Representative

-20 hours on average per week, June through August

Here at Fortivus Wealth Group, we have the mentorship and resources you need to jump-start your

career

A paid internship at Fortivus Wealth Group gives you valuable, real-world work experience to prepare you

for a full-time career with us. You will be recognized and rewarded for your hard work both financially and

through development opportunities. Extensive training, real-world experience, hands-on opportunities,

and mentorship from professionals will all aid in broadening your business acumen and/or technical

expertise. We have opportunities in risk management operations, investment operations, financial

planning, and as a Financial Representative intern. You will have the opportunity to build your confidence,

develop a professional network and change people's lives by helping them achieve financial freedom. You will participate in one of four internship paths, detailed below.

RESPONSIBILITIES

Risk Management Operations:

 Support the Financial Advisor in various activities of the sales cycle for non-securities products.

 Shadow in the completion of insurance applications.

 Shadow in arranging medical, paramedical, and any exams necessary for underwriting.

 Shadow Insurance Servicing.

 Assist with Creating Insurance Illustrations for Advisor's Client Presentations.

 Assist with monitoring Life, Disability, and Long-Term Care applications throughout the underwriting

process.

 Assist with Tracking Policy Delivery Requirements and Policy Deliveries.

 Assist with Firm Projects.

Wealth Management (Investment):

 Assist in preparing account opening paperwork.

 Assist in creating proposals.

 Shadow advisor with interactions with clients.

 Learn how the markets work.

 Learn all the various investment vehicles out there.

 Attend investment committee meetings to review portfolio construction.

Financial Planning Associate:

 Build and deepen your knowledge and skill set by maintaining an in-depth understanding of financial

planning, investments, and tax planning.

 Gather and analyze financial information, including income, expenses, assets, and liabilities, to assist

in the development of comprehensive financial plans.

 Assess clients' current financial situations and future needs to develop customized strategies for

achieving their goals.

Financial Representative:

 Start building the foundation in finance, insurance, and sales that will help you deliver excellent

financial security to your clients.

 Acquire Life and Accident license in the state of PA - company sponsored (must have or obtain prior

to internship start date).

 Help you master our personalized planning process to provide financial solutions tailored to each

client's needs over his or her lifetime.

 Participate in ongoing training as assigned, including role playing exercises to develop

communication skills, language mastery and sales knowledge.

 Track daily activity including dialing, meetings kept, and introductions.

 Build and maintain own book of business through high activity, including prospecting.

 Other tasks/projects as assigned.

QUALIFICATIONS

Required

 Proficient in Microsoft Applications, i.e., Outlook, Word, Excel

 Junior or Senior in College

 Strong communications skills (written and verbal), with the ability to collaborate effectively with

team and others

 Customer service experience beneficial

 Excellent time management skills

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