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Financial Consultant Internship

Remote: 
Full Remote
Contract: 
Internships
Experience: 
Entry-level / graduate
Work from: 
Iowa (USA), United States

Offer summary

Qualifications:

Motivated individual with a passion for finance, Strong communication skills, Desire to learn and grow, None.

Key responsabilities:

  • Client consultation
  • Strategic planning
  • Market research
  • Participate in training programs
Mick's Financial Services LLC - Independent WFG Agency logo
Mick's Financial Services LLC - Independent WFG Agency Micksfinancialservices.com
About Mick's Financial Services LLC - Independent WFG Agency
Mick's Financial Services is your go-to destination for all your financial needs. As an independent contractor affiliated with World Financial Group (WFG), Mick’s Financial Services offers a diverse range of services tailored to meet clients where they are and serve them on their life long financial journey. Services include but are not limited to, Financial Education, Wealth Accumulation, Wealth Preservation, and Proper Protection, as well as in house referral partners who specialize in Estate Planning. All consultations, seminar or webinars are complimentary, and education based. Our vision is to give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future! Our financial services strategies help individuals focus on the importance of developing a proper financial portfolio: regular savings, emergency savings, tax-efficient retirement savings, college savings, proper life protection and much more.
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Job description

Are you a motivated individual looking to jumpstart a career in the financial industry? Micks Financial Services, a trailblazing firm specializing in no-risk, insurance-based strategies, is offering an exciting internship designed to prepare you for a future full of opportunities.

What You'll Gain:

  • Hands-on experience in financial services, including client consultation, strategic planning, and market research.
  • Personalized mentorship from experienced professionals.
  • Access to industry-leading training programs to develop your skills and earn certifications.
  • Insight into innovative, family-focused approaches to financial planning.


Why Join Us:

  • Work with the first FTM trans LGBTQ-owned financial firm in the U.S.
  • Be part of a mission-driven team striving to serve 30,000 families in the next 3 years.
  • Opportunity to transition into a full-time career with uncapped growth potential.
  • Build meaningful relationships with clients and team members while making a difference in the Midwest community.


Who You Are:

  • A driven, entrepreneurial individual with a passion for helping others.
  • Strong communication skills and a desire to learn.
  • A team player who thrives in a supportive, inclusive environment.
  • Open to growth and development as you gain experience.


If you're ready to take the first step towards a rewarding career in financial services, apply now and start your journey with Micks Financial Services!

Location: Marshalltown, IA (with hybrid opportunities available)

Duration: Flexible, with potential for a permanent role upon completion.

Required profile

Experience

Level of experience: Entry-level / graduate
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Market Research

Other Skills

  • Strategic Planning
  • Consulting
  • Willingness To Learn
  • Teamwork
  • Communication
Are you interested?

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