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Junior Financial Advisor Intern

Jason Financial Services

Junior Financial Advisor Intern

Bell, CA +103 locations
  • Responsibilities

    We are seeking a motivated and enthusiastic individual to join our team as a Junior Associate Financial Advisor intern. This internship provides an excellent opportunity for those interested in gaining hands-on experience in the financial services industry. As a Junior Associate Financial Advisor, you will work closely with our experienced financial advisors and support staff, assisting in various administrative tasks and learning about the ins and outs of the financial advisory business. Responsibilities: Prepare materials and assist in preparing for client appointments Make phone calls to clients and schedule appointments Assist in filling out paperwork and documentation related to client accounts Provide administrative support to the team, including data entry and file management Conduct research on investment products, financial markets, and industry trends Collaborate with financial advisors to deliver exceptional service to our clients Participate in team meetings and training sessions to enhance your knowledge and skills Requirements: Currently pursuing a degree in finance, economics, business, or a related field (preferred but not mandatory) Strong organizational skills with great attention to detail Excellent communication and interpersonal skills Proficiency in Microsoft Office (Word, Excel, PowerPoint) A high level of professionalism and a strong work ethic Ability to handle confidential and sensitive information with integrity Eagerness to learn and grow in the financial services industry Compensation: This is a paid internship position with an hourly wage. Opportunity for Licensing: For candidates who demonstrate exceptional performance and a keen interest in pursuing a career in the financial services industry, there will be opportunities to get licensed. We will provide guidance and support for obtaining necessary licenses, such as the Series 7 and Series 66 licenses.

  • Locations
    Whittier, • Azusa, • Remote, • Los Angeles, • Downey, • Irvine, • Bell, CA • Compton, CA • Culver City, CA • Downey, CA • Gardena, CA • Huntington Park, CA • Lynwood, CA • Malibu, CA • Rancho Palos Verdes, CA • South Gate, CA • Santa Monica, CA • Whittier, CA • Cypress, CA • La Mirada, CA • Norwalk, CA • Santa Fe Springs, CA • Artesia, CA • Lomita, CA • Paramount, CA • San Pedro, CA • Wilmington, CA • Long Beach, CA • Pasadena, CA • Glendale, CA • Canoga Park, CA • Newhall, CA • Northridge, CA • Reseda, CA • San Fernando, CA • Sylmar, CA • Canyon Country, CA • Valencia, CA • Tarzana, CA • Thousand Oaks, CA • Woodland Hills, CA • Van Nuys, CA • Burbank, CA • North Hollywood, CA • Azusa, CA • Baldwin Park, CA • Claremont, CA • South El Monte, CA • Glendora, CA • La Puente, CA • Rowland Heights, CA • La Verne, CA • Monterey Park, CA • San Dimas, CA • Walnut, CA • West Covina, CA • Alhambra, CA • Costa Mesa, CA • Lake Forest, CA • Huntington Beach, CA • Laguna Beach, CA • Laguna Hills, CA • Newport Beach, CA • Westminster, CA • Santa Ana, CA • Fountain Valley, CA • Tustin, CA • Anaheim, CA • Fullerton, CA • Garden Grove, CA • Orange, CA • Moorpark, CA • Simi Valley, CA • Lancaster, CA • Palmdale, CA • Hollywood, CA • City of Industry, CA • Irwindale, CA • West Hills, CA • Santa Clarita, CA • San Francisco, CA • Compton /Rancho Dominguez, CA • City Of Industry, CA • Downtown LA, CA • Long Beach, ], CA • Boyle Heights, CA • Industry, CA • LONG BEACH, CA • CYPRESS, CA • TUSTIN, CA • LOS ANGELES, CA • Diamond Bar, CA • FOUNTAIN VALLEY, CA • Mission Viejo, CA • Pomona, CA • Orange County, CA • Rancho Dominguez, CA • Vernon, CA • Palms, CA • Los Angeles, CA • Torrance, CA • Irvine, CA • Carson, CA