Financial Representative Intern
Overview
Our mission is to provide college “Rising Seniors” a clear picture of the Financial Representative role within WestPac Wealth Partners.
Over the course of our six-week internship, you will acquire practical experience, developing the skills essential for success in this field and gaining transferable abilities that will prove invaluable in various aspects of life.
Our firm’s mission is to create future leaders in the industry as well as the communities we serve. At WestPac, we design and implement financial strategies that are process-focused and based on sound financial principles by educating clients to make smart decisions in the accumulation, protection, and enjoyment of wealth, thereby reflecting their values, love of family, and commitment to the community.
What It Takes
- Integrity and a desire to help others
- Track record of success
- Interest in financial services
- Actively involved in campus organizations
- Self-motivated and coachable
- Ambitious, entrepreneurial, and looking for career growth and development
- Confidence, resilience and grit
Once you pass your state licensing exam, you’ll have access to…
- Educational program covering four essential areas for success in the industry: Market Development, Client Process and Communications, Practice Development, and Professional Growth
- Working directly with peers and mentors on “real world” cases, preparing illustrations for prospects or existing clients; earning commissions on sales
- Developing and maintaining a base of clients who value your input and guidance
What we provide…
- Development, mentorship, and training—locally, virtually, and nationally—providing you with all the knowledge and information you need to build your practice with us
- Pay for required training hours
- Commissions on sales made during the internship period
Requirements
- Pass state Life & Health Insurance exam
- Personal laptop
- Windows 11 Pro or Home Edition (currently supported OS 22H2 and higher)
- Monterey (12.x, Apple support will end November 2024)
- Ventura (13.x, Apple support will end November 2025)
- Sonoma (14.x, Apple latest MacOS which will end support November 2026)
Who We Are
At WestPac® Wealth Partners,we seek driven individuals who are ready to take charge of their future.We provide the opportunity to run your own business,supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*.If you're passionate about making a positive impact in your community and being directlyrewarded for your contributions, this could be an excellentcareer opportunity for you.
WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centerson our clients’ visions for their future to create a lastingimpact on their wealth potential. We help people in all situations – business owners,medical professionals, professional athletes, and individuals seeking personal financial solutions.
The commitment to our clients, our associates, and our communityhas garnered us many awards and recognition from leading media outlets such as, FortuneMagazine, Inc 5000, Forbes, Yahoo Finance, multipleBusiness Journals and several tv and radio stations. A current list can be viewed here: https://www.westpacwealth.com/p/who-we-are
WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., Suite 300, San Diego, CA 92121, 619.684.6400. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners and WestPac Wealth Partners & Insurance Services, LLC are not affiliates or subsidiaries of PAS or Guardian. | CA insurance license #0I29680 | 2024-168530 Exp. 02/26