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Unpaid Internships Valerie Peck, MBA, CFP® is the principal of Peck Financial Advisors, a fee-based financial planning and investment management firm dedicated to helping women in transition identify, adapt and achieve their financial goals. I work closely with clients to develop and implement strategies with the goal of creating financial stability and security to achieve financial independence. Office is in space shared with other individual financial advisors located in Mission Valley area in San Diego. Seeking intern for CFP® who is solo practitioner, fee-based financial advisor. You will be able to work remotely most of the time, assisting with research/documentation on specific investments as well as educational material for consumer presentations. Need to have access to the internet, word, and excel. Graduate student preferred but upper division Bachelor student possible. Unpaid position. Hours are flexible and much of the work can be done remotely. Estimated 5-10 hours a week for 3-6 weeks. Contact: Valerie L. Peck, Peck Financial Advisors, vpeck@peckfa.com www.peckfinancialadvisors.com, 619.282.7688 x117 Sagemark Consulting/Lincoln Financial Advisors is committed to fostering growth and developing high potential financial professionals. We currently have opportunities for highly motivated individuals seeking an unpaid internship in our California offices. Individuals will work under the direction of Financial Planners and Professional Staff in a multitude of areas within the financial services industry. They will be afforded an opportunity to gain practical organizational, financial, and technical experience in the field of full-scale, high net worth financial planning. Interns will be assigned work based upon projects for financial planners and desired areas of interest, work cooperatively with professional staff that are responsible for the overall coordination of projects and programs. The following are work assignments and projects for the position: support for financial plans using state-of-the-art software tools; Product Knowledge of Outside Investment Companies; Development of Deliverables for High Net Worth Clients; Participation in Lincoln Financial Advisors training and Lunch & Learn Events; Client Database Maintenance, Account Aggregation; Financial Planning Fee Business Tracking Systems; Other Functions as assigned. If you are interested in working for one of the nation’s premier wealth management firms, you can send your resume to Mary Anne Schultz at MaryAnne.Schultz@LFG.com or call 949-474-6854. Financial Alternatives, Inc. is seeking motivated intern to assist our financial advisory firm with various projects. No sales calls involved – work will vary. May include client case work support, ad hoc analysis, design and implement monitoring procedures for advisory process, etc.
Please contact Chris Jaccard at (858)459-8289, chris @financialalternatives.com Retirement Strategies Group: We believe that the entire and sole purpose of Retirement Strategies Group is to help each and every client achieve lifestyle security and continuity during their retirement years. Our business is not about fancy reports, bar charts, colorful graphs and hard to understand language. It is about making sure that life is lived and enjoyed during retirement. This, of course, requires knowledge and financial preparation. We work hand-in-hand with our clients to help them maintain their standard of living for their entire lifetime. Whether $50,000 or $500,000 is needed during the retirement years, our covenant with our clients is that we will augment their knowledge of the process, alert them to the potential pitfalls and risks, assist them in accumulating the assets they are going to need, help them derive income from these assets when the paychecks stop coming, and help them protect these assets from the various risks we all face during retirement. RSG is looking for an unpaid intern who is energetic, enthusiastic, engaged and who has an interest in the financial services industry. During the internship, the candidate will be trained and learn from the experience of RSG Managers who have over 85 years of service collectively in the financial services industry. Specifically the candidate will work on; client database management, general office tasks, Insurance Company compliance, client sales preparation, product training, direct marketing campaign management, etc. RSG will reimburse the candidate for expenses incurred during the internship, for example transportation and may also provide a compensation bonus for the individual’s efforts.RSG is headquartered in La Jolla, CA and has offices in 13 cities. The core business is providing investment and retirement planning services to members of various association and trade groups on an endorsed basis.RSG is flexible in regards to the schedule of the intern. If you have an interest in interviewing for the internship position, please contact McKenzie Huddleston. Location: 4225 Executive Square, Suite 1060,La Jolla, CA 92037. (800) 423-4891, Contact: McKenzie Huddleston, 7:00 am – 6:00 pm.
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Financial Planning Programs SDSU College of Business Administration |
