Financial Specialist Intern

📢 Internship Opportunity: Financial Specialist Intern   

Paid 3-6 Month Internship starting at $15/hr + Bonuses 

Are you a finance student looking to kick-start your career in the financial services industry? Are you eager to gain real-world sales experience and work your way toward becoming a financial advisor? Join us as a Financial Specialist Intern and take the first step toward a long-term future in finance.

📌 About the Role:

The Financial Specialist Intern is the first point of contact between prospective clients and their path to financial freedom. This internship offers a unique opportunity to learn the ins and outs of financial sales, with a focus on outbound phone outreach and appointment setting. You'll be a key player in helping our advisors fill their calendars with qualified leads—all while learning from experienced professionals, and sitting in on client meetings in our boutique, client-focused environment.

🏆 What You'll Gain:

• Hands-on experience in sales strategy, lead generation, client engagement and the financial industry.
• Mentorship from licensed financial advisors and exposure to high-level financial planning conversations.
• Ongoing training and certification sponsorships to support your long-term career development.
• A chance to earn commissions and bonuses on top of your base hourly pay ($15/hour).
• Real consideration for permanent roles (Part-Time, Full-Time, Hybrid) after the internship ends.

🌟 Ideal Candidate:

We’re looking for students who are:

• Currently enrolled in a Finance or related business program.
• Passionate about the financial industry, particularly interested in becoming a financial advisor.
• Motivated, articulate, and confident on the phone.
• Ready to learn in a fast-paced, performance-driven environment.
• Available for 15–25 hours/week over a 3–6 month period.

✅ Requirements:

• Pursuing a degree in Finance, Business, or Economics (Junior/Senior preferred).
• Excellent communication and organizational skills.
• Comfortable with cold calling and speaking with potential clients.
• Strong desire to grow within the financial services industry.

💼 About Us:

As a boutique financial firm specializing in Retirement Planning, we combine personalized client care with the resources and stability of a larger institution. Our culture emphasizes professional development, team collaboration, and continuous learning. If you're hungry for growth and see yourself advising clients one day, this internship is the stepping stone you've been looking for.