College Financial Representative Internship
Concord Wealth Management, powered by Penn Mutual, offers a boutique-firm feel with a big-firm service and support. We are a wealth management firm that specializes in helping our clients achieve their financial goals and insurance needs. Our business is growing in the New England area and we are looking for successful college students who are looking for an internship and eventually a career in the financial services field.
Our College Financial Representative internship is a very hand’s on role. Interns will be put through a similar selection process and training as a full time Adviser. As an intern, you will get your Life, Accident and Health insurance license, which will allow you to work alongside our top advisors through every step of the client process and will be compensated for your work. You will be mentored and coached on all aspects of the client experience by our experienced advisors and leaders. In addition, you will have the opportunity to be part of and observe every step of the financial planning process including client meetings.
Applicants should be working toward their four year college degree, the ability to learn quickly, and be highly motivated.
Locations: Waltham, MA and Braintree, MA
For more information, please contact us at [email protected].