Finance & Accounting Intern

Dexian; Minneapolis (MN); On-site; USD 54,000 - 58,000; Full time

Job summary

Dexian in Minneapolis, Minnesota, offers a 3-4 month contract where you will be paid $18-$19 per hour while completing a licensing program to earn the SIE, Series 7, and Series 63 licenses. Materials and costs are fully covered.

After licensure, you will support clients and financial advisors by handling inbound calls, assisting with digital platforms, reviewing portfolios, and explaining financial concepts. The program includes ongoing coaching and development with a path to permanent positions.

Qualifications

• Bachelor's degree in finance, economics, business, or a related analytical field.
• Strong customer service and communication skills.
• Excellent analytical ability with high attention to detail.
• Accurate data entry and organizational skills.
• Ability to explain complex financial concepts in a clear, easy-to-understand way.

Responsibilities

• Handle inbound client and advisor calls
• Assist clients with digital investment platforms
• Review portfolio holdings and discuss investment options
• Educate clients on financial products and services
• Help align investment strategies with clients' financial goals
• Provide exceptional customer service and resolve account inquiries

Skills

Customer service

Communication

Analytical ability

Data entry

Explain financial concepts

Education

Bachelor's degree in finance, economics, business

Job description

Location: Minneapolis Minnesota 55415 United States

Pay-range: $18 - 19/hour during the 3-4-month contract - Upon permanent hire, expected base salary of $54,000-$58,000 annually

About the Role:

Selected candidates will be paid while completing a 12-week licensing program to earn the SIE, Series 7, and Series 63 licenses. All study materials and licensing costs are fully covered.

After obtaining the required licenses, candidates will support clients and financial advisors by:

• Handling inbound client and advisor calls
• Assisting clients with digital investment platforms
• Reviewing portfolio holdings and discussing investment options
• Educating clients on financial products and services
• Helping align investment strategies with clients' financial goals
• Providing exceptional customer service and resolving account inquiries

Ongoing coaching, training, and professional development are provided throughout the program. Candidates who successfully complete the licensing requirements and internal hiring process will be considered for permanent positions.

Key Qualifications:

• Bachelor's degree in finance, Economics, Business, or a related analytical field
• Strong customer service and communication skills
• Excellent analytical ability with high attention to detail
• Accurate data entry and organizational skills
• Ability to explain complex financial concepts in a clear, easy-to-understand way

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.