Virtual Financial Representative Internship.

We are seeking a highly motivated Financial Service Interns to join our team. As a Financial Service Intern, you will be shadowing and trainned by seasoned Agent/Advisors while they provide comprehensive financial services to clients. This is an excellent opportunity for someone who is eager to create a strong background in this business as a Licensed Financial Professional. Also, we are looking for those with a passion for helping individuals and businesses achieve their financial goals. Open to transitioning DoD Service Members as well.

Responsibilities

• Learn to conduct thorough Financial Analysis for clients to determine their current financial situation and future goals

• Learn to develop personalized financial plans based on clients' needs and objectives

• Learn to provide guidance on growth strategies, asset allocation, and portfolio management

• Learn to assist clients with planning and optimization strategies

• Expected to stay up-to-date with industry trends, regulations, and best practices in financial planning

• Learn to build and maintain strong relationships with clients through regular communication and exceptional customer service

• Learn to collaborate with other professionals, such as Attorneys, CPAs, Debt Specialists or Estate Planners, to provide comprehensive asset and wealth management solutions

• Actively participate in business development activities to expand the client base

Qualifications

• Must be a U.S. Citizen and reside in the United States of America.

• Excellent communication and interpersonal skills to effectively interact with clients and colleagues

• Ability to work independently and manage multiple client relationships simultaneously

• Proficient in using financial software applications and tools

If you are a results-oriented individual with a passion for finance and helping others achieve their financial goals, we would love to hear from you. Join our team as a Financial Service Intern and make a positive impact on the lives of our clients.

Please note that only qualified candidates will be contacted for further consideration.

Job Type: Internship

Benefits:

Employee assistance program
Financial planning services
Flexible schedule
Life insurance
Professional development assistance
Referral program
Retirement plan
Compensation package:

1099 contract
Bonus opportunities
Weekly schedule:

Choose your own hours
Work setting:

In the field
Office
Remote
Temporarily remote
Application Question(s):

Do you currently reside in the United States of America?
Do you have a personal computer or laptop, and webcam?
Do you have reliable internet and a quiet location to operate in?
Are you a U.S. Citizen, a Permanent Resident, or hold a legal status to reside in America?
Work Location: Remote