Associate advisor at Wealth Innovation Group

Wealth Innovation Group is looking for driven and motivated interns who strongly desire to work in the financial advising industry. ⚠️ This internship will last two (up to three) months. You will have the option to get a full-time job if your internship period ends successfully. You could become a service advisor or a financial consultant. 🚀 Responsibilities: * Setting meetings via phone and email for senior advisors. * Taking notes in meetings. * Follow-up tasks for client meetings. * Learning and observing senior advisors to grow into that role. * Studying for exams. * Supporting admin team with administrative tasks. ✅ Requirements: * Strong desire to work in the financial advising industry. * Ability to learn technical financial and tax concepts. * Has sales experience or capacity to develop sales skills. * Preferably has a background or education in finance, business, tax, or accounting. * You should be able to explain detailed information, be confident and have good negotiation skills. ➕ Bonus: * Knowledge of wealth management. * An understanding of customer relations tactics.

Associate advisor

Emma

Responsibilities

Skills wanted:

Language(s) required:

Carson Grover

Santiago Londoño Verified

Daniel Gironza Verified

Carson Grover

About Wealth Innovation Group:

mission:

www.wealthig.com/

Admin access needed