Job Description
Internship Opportunity: Financial Specialist Intern
Paid 3-6 Month Internship starting at $15/hr + Bonuses/Commissions
Are you a finance student looking to kick-start your career in the financial services industry? Are you eager to gain real-world sales experience and work your way toward becoming a financial advisor? Join us as a Financial Specialist Intern and take the first step toward a long-term future in finance.
About the Role:
The Financial Specialist Intern is the first point of contact between prospective clients and their path to financial freedom. This internship offers a unique opportunity to learn the ins and outs of financial sales, with a focus on outbound phone outreach and appointment setting. You'll be a key player in helping our advisors fill their calendars with qualified leads—all while learning from experienced professionals, and sitting in on client meetings in our boutique, client-focused environment.
What You'll Gain:
Ideal Candidate:
We’re looking for students who are:
Requirements:
About Guerra Wealth Advisors
Guerra Wealth Advisors is a leading Retirement Planning Firm, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.
Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.
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