Financial Advisor - Full Time & Internship
Job Location
Published By
Michigan Financial Companies
Type of Job
Full Time & Summer Internship
Published Date
About the job
The Michigan Financial Companies Summer Internship program is designed to help college students gain real-world experience in the financial services industry while preparing for their own careers through licensing and prospecting. Over the course of 8 weeks, interns will learn first-hand about a career as an advisor. Interns will have the opportunity to shadow top advisors as they work with their clients, work on networking, phoning, and building a network, and start their own client base by writing cases. Interns will also create a business plan for themselves as a new advisor entering the industry and present it to the leadership team.
Requirements
Required:
· Must have excellent organizational skills, attention to detail, and the ability to prioritize
· Must be technology savvy
· Dedicated to customer service
· Proficiency in Microsoft Word, Excel and Outlook
· Ability to learn other software programs
· Ability to work independently and as part of a team
· Positive attitude
Preferred:
· Experience dealing with clients/customers
· Experience in, or knowledge of, the financial services industry
· Active involvement in community
· Securities registrations (Series 7 and/or 66)
· Life, Accident & Health Insurance License
About us
Address
Southfield, MI, USA