Financial Planning- Summer Paid Internship
Internship Description
- Analyze financial and investment information obtained from clients to determine strategies, products and services to help clients meet their financial and investment objectives
- Provide financial planning information/education to clients about the purpose and details of financial products, services and strategies
- Build and maintain client base, keep client financial and investment plans up-to-date and acquire new clients on an ongoing basis
- Provide knowledgeable, objective finance & financial planning guidance and customized financial strategies to consumer segments that demand high quality services.
Why AFG?
- We provide an exceptional, high quality, high integrity and consistent client experience for our financial representative professionals and their clients that delivers results beyond their expectations.
- We are committed to the development of the best individuals in our industry because we pay attention to training, product performance, financial strength, careful management and unquestioned integrity.
- At Allen Financial Group, we are a team of highly motivated individuals where our strength is generated from our commitment to our clients, our producers, our staff and our industry.
- You will be excited to work with a team that shares a vision and makes a difference in the community they serve.
- You will be part of a growing family with great culture, unmatched support, excellent process and some of the best leaders in the industry.
- Not only will you be able to help your clients, but will extend yourself to your community & local charities.