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Careers and Internships
Part Time Job Positions Smith/Andreotti Wealth Management Group of Wachovia Securities is a wealth management group located in North County. The Wachovia Corporation is one of the nation's largest diversified financial services companies, providing 13.4 million household and business relationships with a broad range of banking, asset management, wealth management and corporate and investment brokerage products and services. We are looking for a part time employee or intern for 10-20 hours/week for $10/hour to provide assistance with a variety of aspects of our business. Responsibilities may include but are not limited to marketing projects, involvement in client seminars, some office duties, some clerical assistance, and facilitating any special projects of the business. This is a small Wealth Management team and is looking for someone who can work independently and who wants to gain experience in financial planning, investments, and dealing with retail investors through a broad range of responsibilities related to the securities industry. To apply for this position please contact Smith/Andreotti Wealth Management Group of Wachovia Securities at 800-387-8871.
We are located in Rancho Bernardo in at 11545 West Bernardo Court Ste. 300, San Diego CA 92127.
Pollakov Financial Group is financial planning firm (www.pollakovfinancialgroup.com. We have been located in the San Diego area for over 40 years. We are a leading firm with very high ratings by the major rating agencies. This position will require a multi tasker. You will be handling inbound client calls, setting annual reviews, scheduling and setting up seminars, organizing client files, data entry, marketing, and basic office issues.We are offering between 10 and 20 hours per week to one person. We will be starting the pay at $10 per hour with bonuses and additional hours available based on performance. This could lead to a permanent assistant position or a financial planning position upon graduation based on performance. This will be an excellent way to learn the industry and the products from a leading firm in town. And hopefully could lead to a financial planning position. To apply for this position send your resume to bridyc@aol.com or you can call on 619-307-0956.
AMERICAN ASSET MANAGEMENT offers a comprehensive menu of product and services related to financial matters. The company is seeking a candidate who can work with an established CFP, assisting with administrative duties including file management, office organization, gathering information, and other activities allowing the CFP to spend more time with clients. CFP is branch manager of a large broker/dealer, which would allow the ideal candidate to get licensed and build his/her own practice. See advertisement in the Yellow Pages under “FINANCIAL PLANNERS”. Candidate will directly work with CFP in an office environment that is a “CLASS A” office building that has several attornies and support staff. American Asset Management is located in the heart of mission valley at the “Hazard Center”. Pay will be negotiable and the hours per week could range from 15 to 20+. To apply for this position please send your resume to rreynolds@aigfinancialadvisor.com
Honeycutt, Smith & Associates (www.honeycuttsmith.com) is an independent financial counseling firm. We provide business, estate, retirement, and investment planning services to executives, professionals, and business owners. We are looking for upper division Undergraduate or Graduate Student who will be managing a large database of clients and prospects, coordinating outgoing client and prospect communications and office administration. Selected candidate will work 25-30 hours/week and will be paid $12-14 per hour. To apply for this position send your resume to Paul Honeycutt at paulh@honeycuttsmith.comor call on 858 200-0900. Location: 4225 Executive Square, Suite 955, La Jolla, CA 92037
Ameriprise Financial, formerly known as American Express Financial Advisors, is one of the Premier Financial Planning and Asset Management Firms in the United States. This company has a heritage of 110 years, manages over $400 billion in assets, and has a network of over 12,000 advisors nationwide. This internship is to work in a small branch office in UTC. This is an ideal job for someone who is looking to work in a small office, in a team environment, and is interested in gaining experience in the Financial Planning Industry.The position entails providing assistance to two Financial Planners who have a rapidly growing and successful Financial Planning Practice. There are three primary duties of this position: Office Management, Administrative Support, and Paraplanning Assistance. We will train this position to become a Paraplanner which entails helping us write financial plans, process trades, conduct research, and provide client service.This is a part time position starting at $8/hour. The hours will be flexible and will be approximately 4-8 hours a week. We are looking for someone that possesses strong Administrative Skills, Microsoft Office Skills, Organization, and Verbal Communication. **A student at the Junior level with at least 2 years of school remaining is preferred.
Fredrick T. Wollman, CFP is the firm’s principal and only licensed planner. He started in the industry in 1979 and is currently licensed Series 7 and 24 as well as Investment Advisory Representative for ING Financial Partners as well as California Life and Disability Licensed.Our core business is financial planning for individuals and small business owners. The firm currently has forty advisory clients with $18.5 million under management plus an additional 400 brokerage clients with an additional $30 million of assets. We are seeking an undergraduate student from North County that would initially work twenty to twenty-eight hours per week. Within six to twelve months, the position would grow to become full-time. Other job duties include maintain the database of client investments, compare performance of client investments with various indices as well as the database of available investment managers. Selected candidate would complete orders, follow-up with paperwork as well as client service issues. We are located in Escondido, CA in an old home near Palomar Hospital that was recently remodeled and converted to offices. To apply for this position applicant should email resume, life plans for the next two years and “ideal” career plans as you see them today at fwollman@ingfp.com .
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