Financial Planning / Wealth Management Paid Internship
The LifeWealth Group, a fast-growing, holistic financial planning firm, in the heart of beautiful downtown, Winter Garden, is looking for a Summer 2023 Intern with the potential for future full-time employment with our outstanding and experienced team.
Intern applicants must have an interest in financial planning and wealth management and a balance resume which includes solid academic performance and campus involvement.
Interns will work alongside the Financial Planning department to learn from and assist our experienced financial professionals with financial plan development of financial plans, doing market research, updating client account reporting statements, and other special projects (incl. Annuity analysis, fund analysis, etc. ). The interns will have opportunities to sit in client meetings with our Lead Advisors or Service Advisors and learn firsthand. Additional learning opportunities will include weekly Advisor Training meetings which include a variety of topics (Retirement Planning; Taxes; Insurance, etc.). The interns will be exposed to several software and online applications, including Emoney, Red Tail Technology, Orion, etc.)
Hourly Rate: $20 -$25 / hour (40 hour work week)
Please submit your resume to firstname.lastname@example.org.
Thank you for your interest in The LifeWealth Group!