Spring 2026, Summer 2026

Financial Advisor Intern

The Job Sauce

The Job Sauce

No salary listed

Clearwater, FL, USA

Hybrid

Category
Sales & Account Management (1)
Requirements
  • Full-time student; juniors and seniors preferred
  • Entrepreneurial ambitions and curiosity for sales
  • Highly involved on campus (leader, athlete, campus organizations, student government, etc.)
  • Excellent time-management skills
  • Interest in financial literacy and planning tools
  • Business savvy and desire to increase critical thinking abilities
Responsibilities
  • Learn how to prospect and network to build your business and client base
  • Develop and execute on a business strategy
  • Call on potential clients and set meetings to understand their financial goals
  • Prepare plans and offer useful recommendations
  • Gain exposure to proprietary planning software platforms
  • Engage in weekly coaching, training, and development meetings
  • Get licensed with your Life, Accident, and Health insurance license
  • Build life skills that create future career opportunities
Desired Qualifications
  • Support for registrations and certifications such as the Series 6 and Series 63 or CFP, with eligibility requirements

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

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Founded

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