Internship program mimics full-time Financial Representative career, allowing students to prospect, network, build a client base, develop business strategy, prepare plans, use proprietary planning software, and receive coaching and development.
Compensation
Salary Range
USD $500.00 - USD $1,000.00 /Yr.
Responsibilities
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
A business-owner opportunity to start and build a financial planning practice, providing holistic financial plans including investments, insurance, and retirement solutions.
Compensation
Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Opportunity to start a business helping clients achieve goals through financial planning, including asset & income protection, investment advisory services, and retirement solutions.
Compensation
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
A unique opportunity to start a business as a financial advisor focusing on financial planning, asset protection, investment services, and retirement solutions.
Opportunity to start a business as a financial advisor, helping clients through holistic financial planning including investments, insurance, and retirement solutions. The role starts as a financial representative focused on client-building and licensing.
Compensation
Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years).
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Obtain licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63
Unique opportunity to start a business as a financial advisor helping clients through holistic financial planning, including asset protection, investment services, and retirement solutions.
Compensation
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years).
Responsibilities
Grow client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Obtain licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63
Unique opportunity to start a business as a financial advisor, helping clients achieve goals through financial planning, including investments, insurance, and retirement solutions.
Compensation
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
A unique opportunity to start a business helping clients achieve goals through financial planning, including asset protection, investment services, and retirement solutions.
Compensation
Average advisor annual earnings of $61K-$119K. Top 25% advisor annual earnings of $137K-$250K.
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Obtain licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63
Start a business as a financial advisor to help clients achieve goals through financial planning, asset protection, investment services, and retirement solutions.
Compensation
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years).
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Unique opportunity to start a business helping clients achieve goals through financial planning, investment, insurance protection, education funding, and retirement solutions.
Compensation
Average advisor annual earnings of $61K-$119K; Top 25% advisor annual earnings of $137K-$250K
Responsibilities
Grow client base by making new connections and maintaining a strong referral network
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage client plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Requirements
Bachelor’s degree
Nice to have: Certified Financial Planner certification