Financial Advisor Intern

Overview

As a Financial Advisor Intern, you will learn to work with individuals and businesses in your community providing accessible financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Advisor Intern, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.

We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.

The objective of this internship it to jump start your financial career before graduation. We’re looking to add new advisors to our team so are looking for fall interns who will graduate by January 2027 that are looking to make this a career after graduation.

You are…

• Passionate with a desire to help others and make a positive impact in your community.
• An Entrepreneurial Spirit and the desire to own a business that provides the ability to integrate your life and business – on your terms.
• Driven by a sense of purpose, with the knowledge that your work brings value to your clients and are self-motivated to learn and pursue the best possible scenarios for each individual, family, or business you work with.
• Learner mentality with a desire to continue to grow professionally and with a commitment to continued learning.

What you’ll be doing…

• Attend trainings from various outlets on how to become a financial advisor
• Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
• Develop and maintain a base of clients who value your input and guidance.
• Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years.

What we provide…

• Development and training—locally, virtually and nationally—to support you as you learn to build your practice with us.
• Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
• Mentorship and joint-work opportunities.
• Continuing education opportunities.
• Bonus opportunities

Requirements….

• Must be a US citizen or permanent resident
• Graduating by January 2027

Agency of The Guardian Life Insurance Company of America, New York, NY.

The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries