обновлено 9 дней назад
Financial Advisor in Training Intern
26$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Advisor in Training Intern (Financial Services): Building client relationships and supporting financial advising teams through outbound calls, appointment scheduling, and client meeting shadowing with an accent on personal finance, financial planning, and FINRA licensing. Focus on developing client communication skills, studying for the FINRA SIE license, and coordinating with client experience teams.
Location: Minneapolis, Minnesota, United States. Hybrid schedule with at least four days per week in the office and flexibility to work from home one day per week.
Base pay: $26.44 per hour, with potential variable compensation depending on the role.
Company
is a global financial services organization providing financial planning and advice, asset management, and insurance services.
What you will do
- Develop and deepen relationships with current clients by telephone.
- Make outbound client calls on behalf of financial advising teams.
- Schedule client appointments and shadow client meetings.
- Study to obtain FINRA SIE licensing.
- Build a personalized development plan and participate in training, classes, and corporate internship learning opportunities.
- Work closely with client experience teams and contribute to community activities.
Requirements
- Current junior at a four-year university pursuing a bachelor’s degree; all majors are considered.
- Graduation expected in December 2027 or May/June 2028.
- Interest in personal finance, financial wellness, financial planning, or related fields.
- Strong communication, interpersonal, presentation, organization, and time-management skills.
- Ability to collaborate constructively with others and proficiency with Microsoft Office Suite.
- Corporate undergraduate internships are not offered to students with F-1 visas.
Culture & Benefits
- In-person collaboration is central to the client-focused work environment.
- Opportunities to connect with executive leadership through the ELT Speaker Series.
- Access to professional development, classes, training, and networking opportunities.
- Participation in an annual volunteering day and community activities.
- Pay-for-performance compensation philosophy with potential bonuses, commissions, or long-term incentives depending on the role.
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