Financial Advisor Intern

Financial Advisor Intern

Objective:
This internship provides an opportunity to gain comprehensive exposure to the financial services industry while developing a strong understanding of the role and responsibilities of a Financial Advisor. The anticipated start date for this position is approximately June 1, 2025. Looking to hire 1 intern for the Madison office and 1 Intern for the Green Bay office. 

Position Description:

The selected intern will:

• Acquire hands-on experience in a professional financial services environment.
• Develop problem-solving and strategic planning skills to assist clients in achieving their financial objectives.
• Contribute to marketing initiatives and event planning efforts to enhance the client experience.
• Build and foster professional relationships with mentors, wholesalers, and financial advisors.

Responsibilities:

• Engage with existing clients to strengthen their relationship with the firm by managing correspondence, assisting with event planning, and supporting marketing efforts.
• Collaborate with Financial Advisors to develop financial plans using E-Money and prepare client meeting reports utilizing Morningstar. Additionally, identify and introduce supplementary reports that may provide valuable insights during client consultations.
• Conduct research and perform analyses on mutual funds, stocks, and annuities using Morningstar, offering strategic recommendations to the Financial Advisor for portfolio allocations.
• Provide administrative support to the Financial Advisor, Client Service Associates, and Office Administrator, including completing necessary forms, coordinating paperwork with clients, and liaising with investment companies to facilitate document processing.

Job Requirements:

• Ability to manage multiple tasks efficiently while maintaining a high standard of work, even in a fast-paced environment.
• Strong attention to detail, ability to prioritize responsibilities, and commitment to meeting deadlines.
• Proactive approach to tasks, with the ability to effectively utilize technology.
• Capacity to work independently with minimal supervision.
• Excellent verbal and written communication skills.
• Ability to apply knowledge and training to achieve desired results.
• Strong writing skills with experience in drafting clear and concise professional communications.
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
• Commitment to maintaining the confidentiality and integrity of sensitive information.

Preferred Qualifications & Traits:

• Professionalism: Maintains composure and professionalism in all interactions and circumstances.
• Innovation: Embraces challenges with a creative and solution-oriented mindset.
• Client-Centric Approach: Demonstrates strong interpersonal skills and a commitment to delivering exceptional customer service.
• Eagerness to Learn: Possesses an open mindset and willingness to gain knowledge of all aspects of the financial services industry.
• Self-Motivation: Takes initiative and demonstrates a proactive approach to achieving goals.
• Academic Status: Ideal candidates will be entering their junior or senior year and intend to graduate within one to two years.

Compensation & Benefits:

• Hourly Rate: $12 per hour (paid internship).
• Potential Career Advancement: Opportunity for future employment as an Administrative Assistant, Associate Financial Advisor, or Paraplanner.
• Educational Benefits: Potential company-sponsored education, professional courses, seminars, and industry-related training.
• Internship Duration: Hiring for Summer 2025, with a preference for interns who are able to continue into the Fall 2025 semester.