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Standing Internships Merrill Lynch is: the largest brokerage in the world, with more than 20,000 advisors and $2.5 trillion in client assets. A leading provider of global corporate and investment banking services, including commercial lending, global high-yield debt, global equity and global M&A, A global leader in wealth management, private banking and retail brokerage, and a global leader in investment management, with approximately 50 percent ownership in BlackRock, which has $1.4 trillion in assets under management, in addition to the $589 billion in assets under management with Bank of America as of June 30, 2008. The intern will have a firsthand experience on how identify potential clients buy creating lists of prospects. We will then book an venue to have a education luncheon in which the intern and myself will fill with prospects and clients. After the event we will follow up with the attendee’s and ask for appointments. In the one on one follow up meetings with the prospect the intern will sit in the meeting, help gather information to create the financial plan, and also take copies of statements to do an asset allocation analysis. In the next meeting we will present the financial plan and investment proposal. The internship will be in the La Jolla office 3 days a week for 4 hours per day. The student will not receive any monetary compensation, he or she will only receive school credit. Contact: Kristopher W. Bush, Financial Advisor, Merrill Lynch Global Wealth Management, 7825 Fay Avenue, Suite 300, La Jolla, CA 92037, 858-456.3627 Dermody Financial Group of Wachovia Securities The Garrett Group is a small but growing financial services/insurance company that prides itself in professional, personalized service, expertise and assisting clients achieve their financial goals. We specialize in comprehensive net worth management for affluent families and small business owners, striving to manage all of our client’s financial needs from investments to car insurance to selling or buying businesses. Our core business activities are life insurance, retirement planning (IRAs, 401(K)s), investments (stocks, bonds, mutual funds), and various financial analyst reports. We are looking for an individual who is interested in the financial services/insurance industry and is willing to start with an Executive/Administrative position to learn more and broaden their skills. Depending on your specific interests and skill level, we will train you with the goal of moving to positions with increased responsibility and independence. Duties will include personally greeting clients, helping with various projects, event preparation, executive support, and ongoing help to implement new administrative systems and processes. We are located in Cardiff a stones throw away from the beach (1953 San Elijo Blvd, 92007). Compensation: $11-$13 per hour. To apply for this position please send your resume to nadia@garrett-group.com In the San Diego District Sales Office of Mutual of Omaha, the intern(s) would be in a position of support for management, producers and staff. The intern(s) will experience every aspect of working as an insurance and financial advisor. The majority of responsibilities will be to support top producers by helping to schedule meetings with clients, servicing clients, preparation of materials including applications, strategies, marketing pieces, etc., and working with pending policies including contacting underwriting staff, hospitals and third party companies. Other than working with producers, interns will provide support for management and administrative staff. These duties may include preparation for meetings, preparation of materials, help with regular office activities and contacting producers, recruits, clients, etc. Mutual of Omaha had total revenues of $4,241,677,000 in 2007 and total assets of $19,446,747,000 in 2007. Mutual of Omaha employs and contracts many thousands of people, and has hundreds of offices nationwide. The home office is located at Mutual of Omaha Plaza in Omaha, Nebraska. The core business includes life insurance, health insurance and investments. Clients range from individuals to large corporations. The Mutual of Omaha mission statement: “To be the kind of company our customers value, people admire and our competitors envy.” The San Diego District Sales Office is located at 1011 Camino del Rio South, Suite 510, in the Mission Valley area of San Diego, California. Our office opens at 9am and closes at 5:00pm on weekdays. However, due to the nature of our business, it is not uncommon for individuals to use the office in the early morning, late evening or during the weekends. The pay for insurance and financial advisors is based solely on production (commissions and residuals). It is our intention to provide an environment that will expose students to every aspect of business, working as an insurance and financial planner. My goal for this internship program is to 1) provide support for the producers and staff in my office, and 2) to create a strong poll of interns that can transition into a career as an insurance and/or financial advisor. Contact: Brian R. Young, Training and Recruiting Specialist, 619-453-4747, brian.young@mutualofomaha.com Steven P. Margulin CPA CFP ® is an independent wealth management firm that works within the Broker-Dealer structure.We do fee-based financial planning, as well as income tax preparation, for approximately 100 clients with about half of them of retirement age. We give input on most all of their financial decisions, so every day is different This position is for a financial planning assistant intern who also assists in our tax department. We need someone who can do (or learn to do) portfolio analyses and income projections, write financial plans, and learn to use income tax software to prepare tax returns. The successful candidate will need excellent math skills and the ability to do sustained detail work. He or she will need to be energetic, responsible, and able to work independently, have a strong work ethic, be organized, and able to meet deadlines. This is an internship, with full-time hours of 40 or more, depending on workload.The pay is $12.50 per hour. We would prefer someone who can begin working by December 15, 2006.et deadlines. Email your resume to smargulin@cfiemail.com, with a listing of relevant coursework with grades received, and a letter stating why you are interested in this position and the skills and abilities you would bring to us. Or you may fax the paperwork to 505-345-6633. Buley Wealth Management and Phoenix Private Wealth Management are branches of Linsco/Private Ledger the number one independent financial advisory firm. James Buley is a registered CFP and president of the Buley Wealth Management Group. Brett Hartvigson is the president of Phoenix Private Wealth Management. This internship opportunity offers the student up close exposure to an intimate financial planning environment. The student will participate in opening new accounts, communicating with outside companies on behalf of clients and learning how a financial planning company operates. The student will gain in depth industry knowledge, hands-on experience and a personal letter of reference. The internship also offers graduating seniors a unique opportunity to apply for a position as assistant to the advisors which pays a salary plus the chance to get licensed and build a book of clients under their guidance. The internship is located in Sorrento Valley, just minutes from the UTC area. The hours will be divided up into two mini – shifts per day which will each be three hours in duration. The first shift will go from 9am to Noon and the second will go from 1pm to 4pm. There will be no shifts on Fridays. We envision taking on four interns who will pick the two shifts per week that best suit their school schedule. The interns will rotate in and out each day and the total hours per week should be around 6 hours. Please send your resume to bryan.foronjy@lpl.com as attachment. Please include in the email the number of semesters you have left until you graduate.
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Financial Planning Programs SDSU College of Business Administration |
