Wealth Management Intern
Share
Job Location:
Mechanicsburg, PA - USA
Monthly Salary:
$ 500 - 3000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Are you a rising Senior Are you a student athlete or leader within your Sorority/Fraternity Spend your summer working as a wealth management intern in our central Pennsylvania offices. Position would include 3 days in an office and 2 days virtually. Day to day activities would include:
- Master the fundamentals of financial planning by obtaining your licenses to charge financial planning fees manage investments and products.
- Create a marketing plan to create your own financial services practice from the ground up. Interns would be coached weekly by senior advisors on how to market prospects schedule meetings follow up present financial plans manage existing clients.
- Shadow and participate in the client meetings of senior advisors to help them manage their own clients. Additional income opportunities will be presented depending on the time and energy commitment of each task.
- Studying for SIE Series 7 and Series 66 exams to eventually be sponsored for.
If you are interested in interviewing please apply here or contact David Craig at
Required Experience:
Intern
Key Skills
- Accounts Administration
- AECOM
- Corporate Sales
- Documentation
- Accident Investigation
About Company
Discover your financial future with uFinancial Group. Connect with experienced professionals via our Find a Financial Professional form. Explore our comprehensive range of services and learn more about our values and expertise through our About Us page. Start your journey towards fina ... View more
