Financial Services Intern
We are a high-class financial services firm that is growing fast. Our company is structured more like a law-firm and not a typical brokerage firm. We are a tight and dynamic work team which is an elite force in the financial industry.
Our company is founded on high-consciousness values and we serve high net-worth clients. We are looking for an intern to become a member of our elite team.
Your Duties:
- Assist financial advisors with tasks
- Research financial topics
- Write blogs about financial topics, post to social media
- Website maintenance, light SEO
- Help with seminars and presentations
- Office work, lead entry, follow ups, CRM management
- Financial Plan preparation
- Client reminder calls
Your Qualities:
- Have a Positive Attitude and be optimistic about life
- Be coachable and willing to learn from your seniors
- Dress to impress
- Provide concierge level of service to high end clientele
- Be proficient at a variety of computer and internet skills (We will test you on this)
- We will train the right person
What We Offer:
- Positive work environment
- Hands on training
- Letter of recommendation
- Credits
- MAJOR room for growth! (Full time work in the future)
- Long term employment with stable company