SUMMER 2025 FINANCE INTERNSHIP (REMOTE OR IN-PERSON)

Time Commitment

o Schedule and manage client meetings

o Assist with basic financial consultations

o Use company tools to review client needs

o Help complete and organize paperwork

o Follow up with leads and help generate new ones

o Participating in booths, seminars, and team meetings

o Attend training sessions (licensing exam optional)

o College student (undergrad or grad) in any fields

o Desireto learn the Entrepreneur journey andstarting a business

o Good communication and people skills

o Positive attitude with a client-focused mindset

o Self-driven, confident, and open to learning

o Energetic and proactive with a strong work ethic

o Knowledge of smart financial planning tools and strategies.

o Skills to start and grow a business in financial services.

o Optional opportunity to get licensed to offer basic insurance products.

o Introduction to estate planning.