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Location: Campbell, CA
Application Deadline: None
Type: Internship
Career Level: Internship
Salary Range: Not specified
Number of Jobs: 1
Relocation Available: No




Our Intern Program provides college students and graduates who majored in: Education, Communication, Finance and / or Business the opportunity to learn first hand about the importance of financial planning as boomers move into retirement. We welcome adults who are transitioning into a new career.

As a financial advisor intern, you will be teamed with a 20 year financial veteran working from a branch office. You will be working closely by following his proven formula for success learning how to find the ideal client, by being present in prospect to client transformation meetings, preparing financial plans and coaching the client to achieve their ideal retirement life.

Intern activities may include:

Workshop Planning
Marketing Support
Assist with networking and community involvement
Client service, and
Administrative responsibilities.

 Apply on company website