Summer Intern - Financial Advisor

GuideStone Financial Resources; Dallas (TX); Hybrid; USD 21,000 - 30,000; Part time

Job summary

GuideStone Financial Resources announces a Summer Intern position within GuideStone Advisors to support advisory functions, client outreach, and CRM updates. You will gain exposure to the facets of the Advisor team while contributing to team projects.

Responsibilities include onboarding clients with advisors, pursuing potential assets, evaluating new financial technology, and presenting on an intern project, all within a hybrid work setting.

Qualifications

• Must be an incoming Junior or Senior
• Must be a student for the duration of the intern program
• Degree concentration in Business Administration, Finance, or Financial Planning (strongly preferred)
• Minimum of 3.0 GPA
• Self-starter with initiative and integrity
• Detail oriented
• Proficient PC skills
• Strong work ethic

Responsibilities

• Assist advisors in onboarding new clients and serving existing clients.
• Participate in the acquisition of new assets by following up with prospects who have indicated an interest in rolling funds into GuideStone.
• Assist GuideStone Advisors management in assessing new financial technology.
• Participate in and present on a corporate intern project.

Skills

Self-starter with initiative and

Detail oriented

Proficient PC skills

Strong work ethic

Education

Incoming Junior or Senior

GPA 3.0 minimum

Degree concentration in Business Administration, Finance, or Financial Planning

Job description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

The Summer Intern in GuideStone Advisors will support the advisory functions of the team, including making contacts to clients on behalf of advisors, working with Marketing on outreach initiatives, and updating the CRM database. Throughout the internship, this role will be exposed to all the facets and functions of the GuideStone Advisors team.

What You’ll Do:

• Assist advisors in onboarding new clients and serving existing clients.

• Participate in the acquisition of new assets by following up with prospects who have indicated an interest in rolling funds into GuideStone.

• Assist GuideStone Advisors management in assessing new financial technology.

• Participate in and present on a corporate intern project.

What You’ll Need:

• Must be an incoming Junior or Senior

• Must be a student for the duration of the intern program

• Degree concentration in Business Administration, Finance, or Financial Planning (strongly preferred).

• Minimum of 3.0 GPA

• Self-starter with initiative and integrity

• Detail oriented

• Proficient PC skills

• Strong work ethic

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