Internship with Generations Financial Advisors
Date inactive: 4/8/2014
Name Of Organization: Generations Financial Advisors
Address: 801 North Salisbury Blvd Suite 104, Salisbury, MD 21801
When Is Internship: Summer/Fall 2013, Spring 2014
Description Of Internship: Primary focus is to train you to perform Account Reviews for high-end clients. This requires training to analyze clients current and future financial situations, make recommendations to best suit their needs, and make trades based on analysis and client approval. You will be trained in how to obtain data from multiple Mutual Fund companies and Life Insurance companies. You will be trained in how to answer phones, schedule meetings, and properly record all phone calls using client information software and marketing software. Work is done using primarily Excel and various financial programs. Other responsibilities include: Attending conference calls, completing compliance forms, faxing, copying, writing letters, and filing.
Qualifications: Looking for a Finance and Accounting major. But will accept applications for just Finance majors as well.
Application Procedures: Please email us your resume, major, and year of graduation to firstname.lastname@example.org
Rate Of Pay: Hourly wage will be determined based on experience. Range $7.50 to $10 per hour.