Summer Intern - Financial Advisor
About The Position
Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. The Summer Intern in GuideStone Advisors will support the advisory functions of the team, including making contacts to clients on behalf of advisors, working with Marketing on outreach initiatives, and updating the CRM database. Throughout the internship, this role will be exposed to all the facets and functions of the GuideStone Advisors team.
Requirements
- Must be an incoming Junior or Senior
- Must be a student for the duration of the intern program
- Minimum of 3.0 GPA
- Self-starter with initiative and integrity
- Detail oriented
- Proficient PC skills
- Strong work ethic
Nice To Haves
- Degree concentration in Business Administration, Finance, or Financial Planning (strongly preferred).
Responsibilities
- Assist advisors in onboarding new clients and serving existing clients.
- Participate in the acquisition of new assets by following up with prospects who have indicated an interest in rolling funds into GuideStone.
- Assist GuideStone Advisors management in assessing new financial technology.
- Participate in and present on a corporate intern project.
Benefits
- flexible work schedules
- tuition reimbursement
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
