Job Description

Job Description

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:

• Hands-on experience in sales strategy, lead generation, client engagement and the financial industry.
• Mentorship from licensed financial advisors and exposure to high-level financial planning conversations.
• Ongoing training and certification sponsorships to support your long-term career development.
• A chance to earn commissions and bonuses on top of your base hourly pay ($15/hour).
• Real consideration for permanent roles (Part-Time, Full-Time, Hybrid) after the internship ends.

Ideal Candidate:

We’re looking for students who are:

• Currently enrolled in a Finance or related business program.
• Passionate about the financial industry, particularly interested in becoming a financial advisor.
• Motivated, articulate, and confident on the phone.
• Ready to learn in a fast-paced, performance-driven environment.
• Available for 15–25 hours/week over a 3–6 month period.

Requirements:

• Pursuing a degree in Finance, Business, or Economics (Junior/Senior preferred).
• Excellent communication and organizational skills.
• Comfortable with cold calling and speaking with potential clients.
• Strong desire to grow within the financial services industry.

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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