Financial Advisor Intern
If you are outgoing, have high energy, and love new challenges everyday then this is something you want to explore. This is an excellent opportunity for students with an entrepreneurial mindset who desire to run their own business and control their own schedule. All with the luxury, support, technology, and resources of a Fortune 100 Company.
This is a high-level, hands-on internship exclusively for upperclassmen and graduate students. Our interns work alongside the full time Wealth Management Advisors to provide expert guidance and innovative solutions for individuals and businesses.
If you are a student who is planning for the future now, our team will help you pave the path and design a development plan for the full-time career should it be a good mutual fit. You’re not on your own. All our Jamison interns will work closely with a mentor throughout their internship and full-time career.
You could be right for this opportunity if you have/are:
• Entrepreneur Mindset
• Highly Coachable
• Self-Accountable
• Demonstrated Leadership Experience
• Sales Experience
• Proven Time Management Skills
• Desire to Help Others
• Ability to Commute to Office (Hybrid Model)
Advantages for Students:
• State Licensing: Life Insurance and Accident and Health
• Ability to pursue further investment licenses including but not limited to SIE, Series 6, Series 7, Series 63.
• Control over your schedule.
• Ability to generate income.
• Opportunity for full time career upon graduation.
Daily Responsibilities:
• Attend weekly training with your College Unit Directors and Mentors.
• Schedule interviews and appointments with potential clients.
• Consult with clients over their financial goals.
• Prepare financial plans and recommendations for clients.