Financial Analyst Intern

WealthRidge; Burr Ridge (IL); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Performance-based compensation

Job summary

WealthRidge is offering an internship in Burr Ridge, IL, designed for go-getters with limited experience who want hands-on experience in the investment industry and mentorship from seasoned advisors.

You will drive new business growth, support marketing campaigns, and learn retirement planning and financial advisory operations while building your skill set and professional network.

Qualifications

• Must pass Series 65 and SIE exams.
• Professional or sales experience preferred.
• Strong analytical, organizational, and communication skills.
• Highly motivated, proactive, and ready to thrive in a fast-paced environment.

Responsibilities

• Drive new business growth through daily prospecting and outreach.
• Support marketing campaigns and client communications.
• Conduct research and analysis to uncover opportunities.
• Learn the ins and outs of retirement planning, investments, and financial advisory operations.
• Collaborate with senior advisors and gain real-world mentorship.

Skills

Prospecting

Communication skills

Analytical skills

Self-motivation

Job description

Start Your Career With Real Mentorship and Real Opportunity.

Step into the competitive, high-reward world of financial advisory. This internship gives you hands-on experience in the investment industry while building the skills and connections that can launch your career.

This role is designed for go-getters with limited experience who are ready to learn, grow, and eventually manage their own client base. We’re looking for motivated individuals who thrive on self-learning, self-management, and a never-quit attitude —those who understand that short-term effort leads to long-term success .

What You'll Do

• Drive new business growth through daily prospecting and outreach
• Support marketing campaigns and client communications
• Conduct research and analysis to uncover opportunities
• Learn the ins and outs of retirement planning, investments, and financial advisory operations
• Collaborate with senior advisors and gain real-world mentorship

What We're Looking For

• Must pass the Series 65 and SIE exams to continue in the role
• Professional or sales experience preferred
• Strong analytical, organizational, and communication skills
• Highly motivated, proactive, and ready to thrive in a fast-paced, competitive environment
• Must be able to pass a background check

Why Join WealthRidge?

• Gain hands-on experience in a highly rewarding industry
• Learn directly from experienced financial advisors
• Develop skills that will look great on your resume and open doors for future opportunities
• Performance-based compensation tied to real metrics – your effort directly impacts your reward