Financial Advisor Assistant

Financial Advisor Assistant Requirements:

- Administrative tasks will include processing account applications, filing, maintaining compliance records, client letters, and follow-ups.

- Marketing by setting up client education events and using social media to develop new business in three target markets.

- Research and Planning will include investment research, data input for planning purposes, etc. Intern will have the ability to create business systems/documents/seminars for client/advisor use and will uphold compliance requirements, etc.

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Perfect paid internship for students living downtown and/or attending GVSU downtown. Hours are flexible around school schedule.

If you decide to pursue this opportunity as a credit-bearing internship, you will need to get approval from your academic department prior to the start of the academic semester in which you wish to register for the internship.

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Qualifications:  

- Proficient in Microsoft Office, strong customer service/people skills, entrepreneurial mindset, and phone skills.

- Some knowledge of financial services is helpful.

- Background check and fingerprints required.

- Intern will be a 1099 contract employee.

- 10-15 hours per week. 

- In-person only to start.

- End date is flexible with the opportunity to extend. 

- Must be based or willing to travel to Grand Rapids, MI.

Please apply by emailing Shannan Denison with your resume and cover letter to sdenison@iaac.com.