Summer Intern - Financial Advisor
GuideStone Financial Resources•Dallas, TX
•Hybrid
About The Position
GuideStone is an innovative organization that invests in the spiritual, relational, financial, physical and professional development of its employees. They 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
- Degree concentration in Business Administration, Finance, or Financial Planning (strongly preferred).
- Minimum of 3.0 GPA
- Self-starter with initiative and integrity
- Detail oriented
- Proficient PC skills
- Strong work ethic
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
- Generous benefits package
- Flexible work schedules
- Opportunity to be involved in community outreach
- Tuition reimbursement
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What This Job Offers
Career Level
Intern
