Seeking driven, ambitious, and accountable students to contribute to the team’s continual pursuit to drive growth and keep pace with the ever-evolving financial landscape.
Program Description
- Assist the team in establishing a targeted presence through outbound outreach and social media.
- Gain insight on how Financial Advisors help clients uncover long-term objectives as well as the steps taken to construct a wholistic wealth strategy
- Develop the skills and knowledge required to effectively support the team with creating comprehensive financial plans
- Leverage/collaborate with various departments within the firm
Qualifications
- High school diploma, in pursuit of college degree
- Available to work four days a week from 9:30 AM to 4 PM (in-person)
- Exemplary in communication, time-management, and organizational skills
- Strong desire to further career in sales, financial planning and/or portfolio management
- Successful completion of background check and pre-employment assessments