Financial Advisor in Training Intern
Core
Outbound client contact and appointment scheduling for financial advising teams while studying for FINRA licensing.
Role type
Junior Financial Advisor in Training Intern
Builds
Client engagement pipelines and scheduled advisory meetings
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Outbound calling, Appointment scheduling, FINRA SIE study, Microsoft Office Suite
Preferred skills
Self-motivation, Time management, Communication, Interpersonal skills, Collaboration
Responsibilities
Make outbound dials to clients, Schedule client appointments, Study for FINRA SIE licensing, Create personalized development plan, Participate in corporate internship learnings, Work with client experience teams
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