Divisional Finance Lead managing financial business support processes for a foundation repair company in Dallas, TX or Virginia Beach, VA. Collaborating across departments to achieve financial objectives.
About the role
- Financial Advisor Intern at Ataraxis Wealth Management building integrated financial planning practice. Engage in client networking, develop business strategy, and gain exposure to financial advising.
Responsibilities
- Financial Representatives Interns are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
- Learn how to prospect and network to build your business and client base.
- Develop and execute on a business strategy.
- Call on potential clients and set meetings to understand their financial goals.
- Prepare plans and offer useful recommendations.
- Gain exposure to proprietary planning software platforms.
- Engage in weekly coaching, training, and development meetings.
- Get licensed with your Life, Accident, and Health insurance license.
- Build life skills that create future career opportunities.
Requirements
- Full-time student; juniors and seniors preferred
- Entrepreneurial ambitions and curiosity for sales
- Highly involved on campus (leader, athlete, campus orgs, student government, etc.)
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business savvy and desire to increase critical thinking abilities
Benefits
- Performance-based earnings and revenue
- Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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