Financial Advisor Intern
Interns with Capitol Financial Solutions will have the opportunity to be involved in Business Development, Firm Based Training, Shadowing Financial Advisors, and Event Planning.
Expectations and Projects for Interns
- Working call banks for current clients and prospects (calling for events, birthdays, reviews, anniversaries, meetings and follow up from trade shows).
- Attend training and industry wide events
- Assist administrative staff with mailers, case design and administration work
- Update future opportunities in system
- Shadow advisors while setting appointments and attend appointments as schedules allow
- Assist with setup and organization of client events
- Identify markets for themselves should they become interested in a career in Financial Services. Once this step begins we can begin a formalized plan for licensing, timeframes, compensation, etc.