1 finance jobs found

Job Description Job Summary: The intern will have the opportunity to gain hands-on experience and contribute to various projects within our company. They will collaborate with team members, conduct research, and assist in organizing company events. This role will provide valuable learning experiences and the chance to develop practical skills. Responsibilities Work alongside experienced Investment Advisor Representatives to gain exposure to the sales and operational dynamics of retirement plan advising Collaborate on preparing materials for client presentations under mentor guidance and review Participate in meetings with a participant education advisor to learn best practices for preparing and conducting client meetings Assist in the preparation of Requests for Proposals (RFPs) Attend biweekly check-in meetings with the Director or President to discuss progress and professional development Facilitate a final evaluation session with the Director...