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Posted: Thursday, October 5, 2017 4:28 PM

Job Description:/h3:
Financial Advisor Internship
Part Time : Paid : 16 Hours/Week
Our Financial Advisor Intern Program :
Are you committed to becoming a Financial Advisor? Are you an entrepreneur at heart? This program is designed for individuals like you. Our 12:month internship will help you to understand the complexities and challenges of becoming an advisor and will help you to be prepared to embark on this lifelong career path. You will have daily interaction with Financial Advisors and will have opportunities to learn from them as you assist them with their practices. We accommodate flexible schedules, but require16 hours per week. You will be required to attend training, complete weekly reports, and be held accountable for your progress in the program. A potential full:time advisor career opportunity is possible (but not guaranteed) for interns who exceed expectations and exhibit the traits of successful advisors. Your daily tasks in our program may include:

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Setting appointments with existing Lincoln clients and managing meeting logistics
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Completing marketing projects for individual financial advisors
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Running financial planning, retirement, and investment illustrations for client meetings
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Assisting with preparations for client events such as seminars, benefit fairs, or client appreciation events

About you :
You have a desire to be your own boss and manage your own career trajectory.
You are a self:starter that doesnt need hand:holding, but you seek out, accept and appreciate training and coaching.
You are outgoing, someone that cares about others and builds relationships and rapport easily.
You have strong MS Office skills, and are a quick:study with computer programs youre unfamiliar with.

Requirements :
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Prefer candidates that are in their 3rd or 4th year of undergraduate studies, or have completed their degree and are open to a part:time internship
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Must be committed to the entrepreneurial career of a Financial Advisor
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Aptitude for financial concepts and products and how they work
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Demonstrated success in work and/or school
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Desire for part:time, 16 hour per week position
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Strong computer skills

Locations : Position available in San Mateo, San Ramon, Sacramento, Irvine, and Oxnard (Ventura), and San Diego, California
About us :
Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas : life insurance, annuities, retirement plan services, and group protection : our business is built around supporting, preserving, and enhancing our customers lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.

Equal Opportunity Employer (EOE)
Securities and investment advisory services offered through Lincoln Financial Advisors, a broker:dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.
Company Description:/h3:
Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. With a strong focus on four core business areas : life insurance, annuities, retirement plan services, and group protection : our business is built around supporting, preserving, and enhancing our customers lifestyles and providing better retirement outcomes. Led by over 8,000 employees, Lincoln Financial provides the tools and advice to help individuals take charge of their futures.

Source: https://www.tiptopjob.com/jobs/72769371_job.asp?source=backpage


• Location: East Bay

• Post ID: 84050397 eastbay
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