Retire SMART LLC · 5 months ago
Financial Advisor Trainee Intern No Prospecting + Base Salary
Omaha, NE
Internship
Onsite
InternRetire SMART LLC is an independent financial advisor firm committed to helping clients achieve their financial goals. They are seeking a Financial Advisor Trainee Intern to gain hands-on experience in financial advising, assisting clients with managing their portfolios, and developing key skills in financial planning and investment strategies.
AdviceFinanceFinancial Services
Responsibilities
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
Qualification
Required
Eagerness to learn and develop in a financial advisory role
Basic understanding of financial concepts, such as market trends, retirement planning, and investing
Strong analytical skills
Willingness to learn how to explain financial concepts in a clear and approachable way
Good communication skills
Enjoy working with others
Natural ability to listen and ask questions
Help clients feel comfortable
Familiarity with financial regulations or a willingness to learn about industry standards (such as FINRA or SEC regulations)
Ability to sit for extended periods of time
Ability to walk short distances within the office
Ability to lift & carry up to 50lbs
Ability to reach above and below shoulder level to access items or equipment
Preferred
Licensing (like Series 65, Life & Health Insurance, or others)
Familiarity with platforms like Wealthbox CRM, Orion, Schwab/Fidelity, or MS Office Suite
Benefits
Continuous Development Opportunities
Charitable Giving Participation
Team-Centric Environment
Company
Retire SMART LLC
Retire SMART is an independent financial advisory firm.
Founded in 2018
11-50 employees
Funding
Current Stage
Early StageRecent News
EIN Presswire
2025-08-13
EIN Presswire
2025-04-15
2025-02-25
Company data provided by crunchbase