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Financial Services Intern

Wealth Advocate Group
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Join our dynamic and fast-growing financial advisory team as a Financial Services Intern! This internship offers a unique opportunity to gain hands-on experience in client relationship management, portfolio management, financial planning, and technology implementation. You’ll work closely with our experienced advisors and contribute to key projects, including the integration of customer relationship management (CRM) systems and social media strategies, while developing a deeper understanding of financial platforms and performance reporting.

Key Responsibilities:

  • Support Financial Planning: Input financial data and assist in constructing comprehensive financial plans.
  • Investment Analysis: Contribute to investment research and analysis to support portfolio management.
  • Client Relationship Management (CRM): Learn best practices in managing and nurturing client relationships.
  • Technology Implementation: Help identify and implement innovative technology solutions, including CRM systems.
  • Portfolio & Financial Software Proficiency: Gain expertise in portfolio analytics and financial planning tools such as eMoney Advisor.
  • Marketing Strategy: Collaborate in brainstorming and executing new marketing initiatives, including social media strategies.

Qualifications:

  • Availability: Must be available to work approximately 15 hours per week.
  • Technical Skills: Familiarity with Microsoft Word, Excel, and interest in mastering platforms like Salesforce and eMoney Advisor.
  • Communication: Strong verbal and written communication skills are essential.
  • Preferred Experience: Exposure to income tax or accounting practices is a plus.
  • Background Check: Candidates must be willing to undergo a background check.

What We’re Looking For:

We’re seeking a motivated individual with strong organizational skills, the ability to follow direction, and the capacity to juggle multiple tasks. The ideal candidate is eager to learn, comfortable with technology, and excels in a team environment.

Why Join Us?

  • Growth Opportunities: Get real-world experience in a high-growth firm where your contributions make a difference.
  • Skill Development: Build valuable skills in financial planning, client management, and technology integration.
  • Mentorship: Work alongside experienced professionals who are committed to your success.

Apply now to jumpstart your career in financial services!