Financial Advisor Intern

About the RoleSeeking a motivated, mature, and driven intern interested in building a career in the financial services industry. This is a hands-on opportunity to gain real-world experience working directly with clients, developing business skills, and learning the foundations of a financial practice.This role is best suited for someone entrepreneurial who is looking to take initiative, learn quickly, and potentially grow into a full-time position. The role can be remote but in person is preferred.Key ResponsibilitiesFollow up with clients and maintain strong, professional communicationParticipate in 1-on-1 training focused on the role, industry knowledge, and business developmentAssist in building client presentations and financial materialsComplete paperwork and support general administrative/clerical tasksProspect for new clients through outreach effortsSupport day-to-day operations of the businessWhat We’re Looking ForStrong work ethic and high level of personal accountabilityExcellent communication and interpersonal skillsComfort with outreach and client-facing responsibilitiesOrganized, detail-oriented, and able to manage multiple tasksInterest in finance, sales, or entrepreneurshipSelf-starter mindset with a willingness to learn and be coachedWhat You’ll GainDirect mentorship and individualized trainingExposure to real client interactions and business operationsDevelopment of sales, communication, and financial knowledgeOpportunity to transition into a full-time role based on performanceSponsorship and payment for industry licensing, including the SIE and Series 65 examsOngoing training and development toward a long-term career in financial servicesCompensation StructureThis internship begins as an unpaid training period for the first 90 days. During this time, I will be assisting in helping you the SIE and Series 65 Licenses including compensation once exams are passed. Upon successful completion of the training period, the role may transition into a paid position that can include an hourly rate in addition to commissions and continued growth opportunities.Why This Role?You’ll be expected to contribute, grow, and take ownership of your development. For the right candidate, this role can serve as a strong launch into a long-term career in finance.This position is designed for someone who is interested in building an entrepreneurial career path outside of the traditional salaried job structure.