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Future Advisor Academy - Internship

Pacific Capital Resource Group, Inc.

Future Advisor Academy - Internship
Bellevue, WA Part-Time Paid

Responsibilities

DO YOU HAVE AN ENTREPRENEURIAL SPIRIT? DO YOU WANT TO IMPACT LIVES AND MAKE A DIFFERENCE? _IF YOU ANSWERED YES TO THESE QUESTIONS, THIS INTERNSHIP IS FOR YOU!_ INTERN SESSIONS AVAILABLE: Spring: April 8, 2019 Summer: June 17, 2019 Fall: October 7, 2019   FUTURE ADVISOR ACADEMY PACIFIC CAPITAL'S INTERNSHIP PROGRAM Created for university students, Pacific Capital's Future Advisor Academy gives interns an opportunity unlike any other. Through this intensive program, you learn the skills it takes to launch a successful career in the lucrative financial advising industry. Your internship is managed by an Associate Vice President, also a practicing financial advisor, whose responsibility is to ensure you receive the education to help you succeed in the Future Advisor Academy. You are placed on a team of your peers and guided through the program by a successful, seasoned financial advisor at Pacific Capital. You will assist the advisor with financial analysis, client relations, and marketing as well as learning the integral role of back-office duties and the procedures, which ensure a smooth-running practice. Through training in sales, education in financial products and services, and practice management, you will be well on your way to a successful future, whether or not you wish to look towards Pacific Capital for your new career.   YOUR INTERNSHIP AT-A-GLANCE WHAT YOU CAN EXPECT TO LEARN EDUCATION                                                                • Asset Allocation • Morningstar • Financial Profiles • Net Exchange Pro • Compliance • Life Insurance Products and Needs • Annuity Products • Investment Products • Disability Insurance • Long-Term Care   SALES TRAINING • 3-Step • Personal Commercial • Pacific Capital Story • Introduction to Referral Marketing • Introduction to Fact Finding • Introduction to Plan Implementation   PRACTICE MANAGEMENT • Smart Office • New Business Processing and Procedures • Pacific Capital Philosophies – Mission Statement, Producer Value Commitment, Our Values • Business and Marketing Plans   BEYOND THE FUTURE ADVISOR ACADEMY: After successful completion of Pacific Capital's Future Advisor Academy, interns will have learned what it takes to run a world-class financial advising practice. After graduation, many participants will be considered for employment and the launching of their own practice at Pacific Capital. Should you not wish to remain with us, we guarantee the skills you will develop will help place you unmatched above all the competition.   DESIRED QUALIFICATIONS: - Business Administration, Accounting, or Finance Students - Cumulative GPA of at least 3.0 - Work in our downtown Bellevue or Seattle, Washington or Lake Oswego, Oregon office   BENEFITS: - Paid Internship - Internship Credit - Sales experience - Networking opportunities - Jumpstart a career in financial advising - IMPACT LIVES!   Registered Representative of, and Securities and Investment Advisory Services offered exclusively through Hornor, Townsend & Kent, Inc. (HTK), a Registered Investment Advisor, member FINRA/SIPC. HTK does not provide tax or legal advice. Pacific Capital Resource Group, Inc. Is independent and unaffiliated of HTK and is a licensed insurance agency. 2095820RM-Apr20