About this role
Are you looking to start your career in financial advising? We are excited to offer an excellent opportunity for a motivated individual to join our team as a Financial Advisor Intern! In this entry-level role, you will gain hands-on experience and learn the essentials of providing financial advice and services. Under the guidance of experienced professionals, you'll develop key skills in building client relationships, understanding financial planning, and exploring investment strategies. This is a fantastic opportunity to learn and grow in the financial services industry!
What You’ll Do:
• Lead Management & Relationship Building: Manage a consistent flow of firm-provided leads. You’ll learn how to qualify leads, initiate first contact, and build the initial report that turns a lead into a lifelong client
• The Discovery Process: Assist senior advisors in conducting high- impact discovery meetings. You’ll learn how to ask the right questions to uncover a leads true financial pain points and goals
• Strategic Follow-up & Conversion: Own the “middle of the funnel.” You’ll learn the art of professional follow-up, providing leads with the additional data and confidence they need to move forward with our firm
• Regulatory Integrity: Maintain meticulous documentation of all leads interactions, ensuring our growth remains fully compliant with industry standards and firm policies
• Strategic Event Ambassador: Collaborate with our marketing team to serve as a primary point of contact at firm-hosted events, providing a ‘high-touch’ welcome for prospective clients
Experience You’ll Bring:
• Experience: While prior experience in financial services isn’t required, an eagerness to learn and develop in a financial advisory role is essential.
• Knowledge: Basic understanding of financial concepts, such as market trends, retirement planning, and investing, is helpful, but we’ll provide the training you need.
• Skills: Strong analytical skills and a willingness to learn how to explain financial concepts in a clear and approachable way. Good communication is key!
• Interpersonal Skills: You should enjoy working with others and have a natural ability to listen, ask questions, and help clients feel comfortable.
• Compliance Knowledge: Familiarity with financial regulations or a willingness to learn about industry standards (such as FINRA or SEC regulations) will be helpful but not required.
Bonus Points If You Have:
• Licensing: While not required at the start, if you hold any licenses (like Series 65, Life & Health Insurance, or others), it’s a plus!
• Technical Know-How: Familiarity with platforms like Wealthbox CRM, Orion, Schwab/Fidelity, or MS Office Suite is great, but if not, we will help get you up to speed.
What You’ll Get:
• Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development.
• Charitable Giving Participation: Be a part of our commitment to making a difference in the community.
• Team-Centric Environment: Join a collaborative team dedicated to our core motto: “Do the right thing, for the right reason, at the right time.”
General Physical Requirements:
• Ability to sit for extended periods of time
• Ability to walk short distances within the office
• Ability to lift & carry up to 50lbs
• Ability to reach above and below shoulder level to access items or equipment
Who We Are:
Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients’ financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for.
Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each other’s personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment.
If you’re ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily. $15-$17 Hourly