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Financial Planning Internship

Lincoln Financial Advisors San Ramon, CA
  • Posted: over a month ago
  • $16 to $18 Hourly
  • Other

Financial Advisor Development Program

Paid- Full Time and Part Time positions available

Our Financial Advisor Development Program -

Our 12-18 month training period will help you to understand the complexities and challenges of becoming an advisor and establishes a trajectory to embark on a career path to a Financial Advisor. You will have daily interaction with a team of Financial Advisors who run independent practices and will have opportunities to learn from them as you assist them with growing their practices. We accommodate flexible schedules, but require at least 16 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 associates who exceed expectations and exhibit the traits of successful advisors. Your daily tasks may include:

  • Setting appointments with existing clients and managing meeting logistics.

  • Prepare client packets- create agendas, review materials, illustrations, reports, etc.

  • Effectively use financial planning, retirement, and investment software for client meetings.

  • Assisting with preparations for client events such as seminars, benefit fairs, or client appreciation events

  • Assist with effectively onboarding new clients by prepping marketing materials.

  • Completing marketing projects for individual financial advisors.

    About you –

    You have a desire to be your own boss and manage your own career trajectory.

    You are a self-starter that doesn’t 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 you’re unfamiliar with.

    Requirements –

  • Prefer candidates that are in their 3rd or 4th year of undergraduate studies, or have completed their degree

  • Must be committed to the entrepreneurial career of a Financial Advisor

  • Aptitude for financial concepts and products and how they work

  • Demonstrated success in work and/or school

  • Strong computer skills

    Locations – San Ramon, San Mateo, Irvine, Oxnard, CA

    Dallas, TX, Scottsdale, AZ, Vienna, VA, Rockville, MD, Charlotte, NC

    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 customer's 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.

Lincoln Financial Advisors

Why Work Here?

Join a firm that strives for world class standards, has an excellent culture, and adheres to a "serve first" philosophy!

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 customer's 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.

Address

3000 Executive Parkway
San Ramon, CA
USA

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