Pathway Intern: Year Round

GenWealth Financial Advisors • Bryant, AR

5d

About The Position

The Pathway Internship is a year-round program beginning in the summer between the intern’s junior and senior years of college. Interns must be willing to continue working during their senior year. The program develops skills progressively, from foundational office and administrative support to advanced advisor projects, with interns working closely with the department that reflects their future goals.

Interns support office readiness and the client experience, learn company software and systems, and work with departments such as I.T., Client Services, and Client Experience. Depending on experience and internship path, work may include administrative support, client meeting documentation, financial-process exposure, planning-software data entry, and more advanced advisor projects. As the company grows and staffing needs arise, interns may have the opportunity to change roles through an internal interview process.

Requirements

• High school diploma or equivalent.
• Currently working toward a college degree.
• Available to begin in the summer and continue working through senior year of college.
• Reliable, organized, timely, consistent, and detail-oriented approach to tasks.
• Software proficiency and adaptability, including Salesforce, BambooHR, ClientWorks, and Microsoft Suite.
• Strong speaking and listening skills, with the ability to build trust and relationships.
• Uses a high level of discretion.
• Able to overcome challenges and persist toward goals.
• Understands how their work contributes to the success of the team and company.
• Self-assesses and strives to act with integrity and respect for others.
• Actively looks for ways to help clients and team members.
• Able to walk, sit, handle or feel equipment or controls, reach, balance, stoop, talk, and hear, and lift or move up to 20 pounds.

Responsibilities

• Assist the Office Coordinator with office preparation to support a clean, professional, client-ready environment.
• Learn and use required company software, including Salesforce, BambooHR, Slack, ClientWorks, and Microsoft Suite.
• Work with different departments, including I.T., Client Services, and Client Experience, to provide support.
• Assess and maintain general office, kitchen, and first aid supplies.
• Observe client calls and daily communications, practice active listening, and ask questions about terminology and approach.
• Learn client folder structures and information systems.
• Pull and review daily cash logs and apply client-filtering parameters.
• Assist with basic financial report editing.
• Attend client meetings to learn communication expectations.
• Start and manage meeting note-taking software, record detailed notes, save them in client folders, and enter follow-up tasks and documentation in Salesforce.
• Assist with required minimum distribution (RMD) preparation, including pulling annuity provider totals, and follow a verification process.
• Observe advisor workflows to understand the rationale behind decisions.
• Enter base facts into Wealth Vision and verify beneficiary information before review.
• Learn the progression from manual summary documents to digital planning tools.
• For experienced interns, prepare paperwork requests, link client accounts in Wealth Vision, and support advanced advisor projects after mastering foundational tasks.
• Work closely with the department that aligns with the intern’s future goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: High school or GED