We are seeking a passionate, detail-oriented individual to join our busy Ft. Lauderdale team. As an intern at our growing firm, you will be responsible for assisting the Advisers and the service teams by providing excellent client service regarding comprehensive wealth management, investments, insurance and retirement plans to help affect the best possible outcomes for our clients.
If you are responsible, proactive, and looking to grow into a career in the financial services industry than this is a perfect opportunity for you. We are looking for an ambitious individual who takes pride in their accomplishments, recognizes and learns from their mistakes and takes responsibility for their actions. You must be a person who is perceptive, knowing when it is important to escalate an issue or bring it to the attention of another. Also, you must be someone who can effectively communicate with clients and respond professionally and efficiently to their needs.
In this role you will have the opportunity to:
Learn about comprehensive wealth management from the Advisers in the industry, while earning $12.50/hour.
Become a part of a team whose drive and initiative is constantly increasing and the opportunity for personal and professional development is unlimited.
Assist in improving our clients’ lives with our expertise and quality advice.
Interact with a dynamic and intellectual group who believes in improving not only the client experience, but the employee experience as well.
We need your skills for:
Actively participate in Team Meetings by taking notes.
Update client information with changes as necessary in all systems.
Maintain clients’ electronic files.
Assist in the preparation of the client paperwork and client meeting prep for the Advisers.
Demonstrate an elevated sense of urgency.
Maintain our core values at all times.
Create investment proposals using Salesforce.
Request Morningstar reports and other meeting deliverables.
Learn about various investment vehicles & asset allocation.
Request proposals for various insurance products.
Request and learn how to read insurance in-force ledgers.
Gain knowledge of insurance products and when it is appropriate to use them.
Assist participants in making investment and contribution changes.
Benchmark various 401(k) Investment Providers and Third Party Administrators.
Is United Capital really different? Not all wealth management firms are created equal. Over the past decade, we have transformed the process and worked with thousands of clients to help improve their lives. Our goal is to give them genuine control over their financial life. We have developed a dynamic process based on the life you want to lead and continually adapt that to the changing world and y...our needs. After all, isn’t ensuring that you can live the life you want what a wealth manager is for? We call it Financial Life Management.