Financial Advisor Trainee Intern

Join our Dynamic Team as a Financial Advisor Trainee Intern!

Are you looking to start your career in financial advising? We are excited to offer an excellent opportunity for a motivated individual to join our team as a Financial Advisor Trainee Intern! In this entry-level role, you will gain hands-on experience and learn the essentials of providing financial advice and services. You will be trained to assist clients in managing their financial portfolios and support them in achieving their long-term goals. Under the guidance of experienced professionals, you'll develop key skills in building client relationships, understanding financial planning, and exploring investment strategies. This is a fantastic opportunity to learn and grow in the financial services industry!

What You’ll Do

• Client Relationship Management: Learn how to build and maintain relationships with clients by understanding their financial goals and helping them make informed decisions about their financial future.
• Financial Planning: Work alongside experienced advisors to assist in developing financial plans for clients, including basic retirement, tax, and investment strategies. You'll learn how to ensure plans align with the client’s financial needs and objectives.
• Investment Strategy: Support senior advisors in guiding clients on investment options and asset allocation. You'll gain hands-on experience in helping clients create portfolios that match their long-term goals.
• Market Research and Analysis: Observe and assist with monitoring financial markets and trends. You’ll learn how to use this data to make recommendations that are in line with both client needs and market conditions.
• Client Education: Help educate clients on financial products and industry trends. You’ll assist in explaining basic financial concepts, ensuring they understand their options and feel confident about their decisions.
• Compliance and Documentation: Assist in ensuring that all client interactions and transactions comply with company policies and industry regulations. You'll also help maintain accurate records of financial plans and transactions.
• Sales and Business Development: Support efforts to identify new business opportunities and help build the client base. You'll learn how to contribute to the expansion of the business while maintaining strong client relationships.
  
  

Experience You’ll Bring

• Experience: While prior experience in financial services isn’t required, an eagerness to learn and develop in a financial advisory role is essential.
• Knowledge: Basic understanding of financial concepts, such as market trends, retirement planning, and investing, is helpful, but we’ll provide the training you need.
• Skills: Strong analytical skills and a willingness to learn how to explain financial concepts in a clear and approachable way. Good communication is key!
• Interpersonal Skills: You should enjoy working with others and have a natural ability to listen, ask questions, and help clients feel comfortable.
• Compliance Knowledge: Familiarity with financial regulations or a willingness to learn about industry standards (such as FINRA or SEC regulations) will be helpful but not required.
  
  

Bonus Points If You Have

• Licensing: While not required at the start, if you hold any licenses (like Series 65, Life & Health Insurance, or others), it’s a plus!
• Technical Know-How: Familiarity with platforms like Wealthbox CRM, Orion, Schwab/Fidelity, or MS Office Suite is great, but if not, we will help get you up to speed.
  
  

What You’ll Get

• Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development.
• Charitable Giving Participation: Be a part of our commitment to making a difference in the community.
• Team-Centric Environment: Join a collaborative team dedicated to our core motto: “Do the right thing, for the right reason, at the right time.”
  
  

Who We Are

Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients’ financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for.

Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each other’s personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment.

If you’re ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.