About the Opportunity
I'm a Financial Advisor looking for a motivated intern to work directly with me. Your primary responsibility will be making outbound calls to prospective clients, introducing my services, and scheduling appointments for me.
I will provide all of the leads, scripts, training, and ongoing coaching you need to succeed. No financial planning experience is required—I'll teach you the financial concepts necessary to confidently speak with prospective clients and answer common questions.
This is an excellent opportunity for a student interested in finance, sales, business, or entrepreneurship who wants real-world experience in a client-facing role.
Responsibilities
• Make outbound calls using the leads I provide.
• Build rapport with prospective clients and introduce my financial planning services.
• Qualify prospects and schedule meetings on my calendar.
• Keep accurate notes and update the CRM after each conversation.
• Meet weekly activity and appointment-setting goals.
• Participate in one-on-one coaching and sales training with me.
What I'll Teach You
• Cold calling and sales techniques
• Effective communication and objection handling
• Retirement and 401(k) fundamentals
• Basic investment and financial planning concepts
• CRM and client management systems
• How a successful financial planning practice operates
Qualifications
• Strong communication skills and a positive attitude
• Comfortable talking with people over the phone
• Coachable and eager to learn
• Organized, dependable, and self-motivated
Preferred (but not required):
• Previous cold calling, inside sales, or appointment-setting experience
• Experience in customer service or a sales-related role
Work Arrangement
• Hybrid preferred: In-office 2 days per week in Fort Lauderdale, FL.
• Remote candidates will be considered if they have previous cold calling or sales experience and can demonstrate success working independently.
Compensation & Benefits
• Compensation is performance-based, with the opportunity to earn more based on the number and quality of appointments you set.
• Flexible part-time schedule that works around school or other commitments.
• Hands-on mentorship from an experienced Financial Advisor.
• Gain real-world experience in sales, financial planning, and client relationship management.
• If your college or university offers internship credit, I am happy to supervise your internship and sign off on the required hours and evaluations.
If you're ambitious, enjoy talking to people, and want to develop valuable sales and financial planning skills while working directly with a Financial Advisor, I'd love to hear from you.
