Financial Advisor Intern: Licensing Path & Client Outreach
cfp board of standardsMinneapolis, MN
Financial Advisor Intern: Licensing Path & Client Outreach
cfp board of standardsMinneapolis, MNEntry L2
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceRegulation, Licensing, and Inspection of Miscellaneous Commercial SectorsInvestment Banking and Securities Intermediation
APPLY NOW (opens in a new tab)CFP Board of Standards Inc. in Las Vegas invites a Financial Advisor in Training intern to gain hands-on experience through outbound client calls, shadowing meetings, and a personalized development plan created with your leader. During the internship, you will build relationships, schedule appointments, study for FINRA SIE licensing, and participate in corporate internship learnings while collaborating with client experience teams.
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Level
Entry L2
Location
Minneapolis, MN
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today