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Elevate Financial Planning and Wealth Management · 1 day ago

Financial Advisor Support Intern

United States

Internship

Remote

Intern

Elevate Financial Planning and Wealth Management is committed to helping you learn and succeed in the wealth management and financial advisory business. As an Advisor Support Specialist, you will shadow experienced financial advisors and assist with everyday tasks while gaining knowledge of the financial services industry.

Financial Services

Responsibilities

Shadowing an experienced financial advisor and assisting with everyday tasks

Training to gain knowledge of the financial services industry as a whole

Assisting financial advisors in marketing their services through appointment setting, social media marketing, phone calls, and other means of marketing

Observing client meetings and processes

Working directly with a financial advisor on case studies of potential clients and assisting in financial plan development for clients

Learning strategies around investment and portfolio management for existing and potential clients