Financial Associate – Client Relations
Launch Your Career in Financial Services
We are seeking motivated college students and recent graduates who want hands-on experience in financial services while developing real client relationship skills. This role provides professional training, mentorship, and practical exposure to a business environment that translates directly into future finance careers.
If you’re interested in learning how client relationships, communication, and financial operations work in the real world, this is an excellent starting point.
What You’ll Do
- Communicate with clients to support onboarding and ongoing needs
- Maintain accurate client records and internal documentation
- Coordinate with team members to ensure a smooth client experience
- Assist with scheduling and follow-up communications
- Learn professional client relationship practices
- Participate in structured training and development sessions
What You’ll Gain
- Hands-on financial services experience for your resume
- Professional communication and relationship management skills
- Mentorship and structured training
- Exposure to real client workflows and operations
- Flexible scheduling around academic commitments
- Advancement opportunities based on performance
- Financial licensing class for the following: Life and health, SIE, Series 6, Series 63, Series 26, HLO
What We’re Looking For
- Current college student or recent graduate
- Strong communication and interpersonal skills
- Organized, dependable, and coachable
- Interest in finance, business, or client services
- No prior experience required — training provided
Why Students Apply
This role focuses on building transferable professional skills. Many team members use this experience as a stepping stone into careers in finance, consulting, and client services.
We’re looking for individuals who want to grow professionally while contributing to a positive client experience.
Apply today and start a rewarding career with Infinite Financial, where you can impact families, grow a business, and secure your own financial future.