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

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