Financial Advisor Internship - 76 Million Baby Boomers Need Our Help Job Listing at Guardian Wealth Management in Campbell, CA (Job ID 1636704)
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:
Assist with networking and community involvement
Client service, and
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