Wealth Management Intern- Auburn, IN
CX Institutional LLC•Auburn, IN
•Onsite
About The Position
Our structured internship combines formal training, advisor observation, practical application, and professional development opportunities designed to provide meaningful exposure to the wealth management profession. This 13-week program includes over 76 training items, 4 assessments, and an 8-hour structured workday to ensure consistent exposure to real-world business operations.
Requirements
- Currently pursuing a degree relevant to wealth management.
- Strong desire to learn about the wealth management profession.
- Ability to commit to a 13-week structured program.
- Willingness to participate in assessments to measure growth.
Nice To Haves
- Interest in pursuing CFP certification.
- Interest in pursuing Series 65 certification.
Responsibilities
- Participate in formal training sessions.
- Observe advisor activities.
- Engage in practical application of learned skills.
- Take advantage of professional development opportunities.
- Gain exposure to Series 65 concepts and study for the certification exam.
- Utilize built-in study time for the CFP Board-approved course Introduction to Financial Planning.
Benefits
- Formal training
- Advisor observation
- Practical application
- Professional development opportunities
- Built-in study time for CFP Introduction to Financial Planning
- Exposure to Series 65 concepts and study opportunities
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
