Financial Representative Intern
Are you passionate about business? Are you looking to enter the world of finance? Here
at Island Wealth, we have the mentorship and resources you need to jump-start your
career!
Responsibilities:
- Make an Impact: Contribute to meaningful work that helps families make
informed financial decisions, creating a lasting positive impact. - Advisor Support: Shadow our advisors, assist with meeting preparation, pull
investment reports, and gather essential documents. - Client Analysis: Engage in fact-finding to help identify clients’ long-term goals,
analyze data and learn how to develop recommendations based on client needs. - Client Meetings: Attend financial planning meetings, take notes, and learn from
real-world scenarios. - Client Communication: Answer phone calls, schedule appointments, and assist
with client communication. - Operations Support: Collaborate with our operations team by reviewing meeting
notes, completing action items, and processing paperwork.
Who are we looking for?
- Full-time college students (juniors, and seniors preferred but not required).
- Individuals who are driven, entrepreneurial, self-motivated, great at building
relationships and goal-oriented. - Experience with a front facing service-related job is a plus (restaurant, etc.).
Why Island Wealth?
At Island Wealth, we believe great work is never done alone. Our paid internship program
offers valuable, real-world work experience to prepare you for a full-time career. We’ll
work with you to create a schedule that supports your academic commitments while
accelerating your professional growth.
Island Wealth is an Equal Opportunity Employer. We respect and seek to empower
each individual and support the diverse cultures, perspectives, skills and experiences
within our workforce.