Financial Services Intern: Launch Your Advisory Career

Vista Wealth Solutions; Radnor (Delaware County); On-site; USD 21,000 - 34,000; Full time

Job summary

Vista Wealth Solutions is offering a Financial Services Professional Intern position. You will shadow experienced advisors, participate in a comprehensive training program, and gain exposure to licensing, client meetings, and strategies that improve clients’ financial security.

The internship includes collaboration with mentors, team trainings, and opportunities to contribute to projects that explore best practices in building a financial services business.

Qualifications

• US citizen or permanent resident
• Able to obtain the required licenses and registrations
• Pursuing a BA/BS and/or graduate degree
• Strong interpersonal and sales-focused mindset

Responsibilities

• Shadow seasoned financial advisors and participate in a robust training program
• Attend client meetings and contribute to case design and implementation discussions
• Participate in client annual reviews and events
• Collaborate with interns on a project researching best practices in building a financial service business

Skills

Relationship-building

Self-motivated

Goal-oriented

Presentation skills

Organizational skills

Education

BA/BS and/or graduate degree

Tools

A360

EMoney

EZ-App

Coverpath

Job description

Vista Wealth Solutions is offering a Financial Services Professional Intern position. You will shadow experienced advisors, participate in a comprehensive training program, and gain exposure to licensing, client meetings, and strategies that improve clients’ financial security.

The internship includes collaboration with mentors, team trainings, and opportunities to contribute to projects that explore best practices in building a financial services business.