Financial Advisor Intern - Summer 2027 at Retire SMART LLC in Omaha, Nebraska

Job description

• Are you looking to start your career in financial advising? We are excited to offer an excellent opportunity for a motivated individual to join our team as a Financial Advisor Intern! In this entry-level role, you will gain hands-on experience and learn the essentials of providing financial advice and services. Under the guidance of experienced professionals, you'll develop key skills in building client relationships, understanding financial planning, and exploring investment strategies. This is a fantastic opportunity to learn and grow in the financial services industry!

Responsibilities

• Lead Management & Relationship Building: Manage a consistent flow of firm-provided leads. You’ll learn how to qualify leads, initiate first contact, and build the initial report that turns a lead into a lifelong client
• The Discovery Process: Assist senior advisors in conducting high- impact discovery meetings. You’ll learn how to ask the right questions to uncover a leads true financial pain points and goals
• Strategic Follow-up & Conversion: Own the “middle of the funnel.” You’ll learn the art of professional follow-up, providing leads with the additional data and confidence they need to move forward with our firm
• Maintain meticulous documentation of all leads interactions, ensuring our growth remains fully compliant with industry standards and firm policies
• Strategic Event Ambassador: Collaborate with our marketing team to serve as a primary point of contact at firm-hosted events, providing a ‘high-touch’
• welcome for prospective clients

Requirements

• Experience: While prior experience in financial services isn’t required, an eagerness to learn and develop in a financial advisory role is essential.
• Knowledge: Basic understanding of financial concepts, such as market trends, retirement planning, and investing, is helpful, but we’ll provide the training you need.
• Skills: Strong analytical skills and a willingness to learn how to explain financial concepts in a clear and approachable way. Good communication is key!
• Interpersonal Skills: You should enjoy working with others and have a natural ability to listen, ask questions, and help clients feel comfortable.
• Compliance Knowledge: Familiarity with financial regulations or a willingness to learn about industry standards (such as FINRA or SEC regulations) will be helpful but not required.
• Licensing: While not required at the start, if you hold any licenses (like Series 65, Life & Health Insurance, or others), it’s a plus!
• Technical Know-How: Familiarity with platforms like Wealthbox CRM, Orion, Schwab/Fidelity, or MS Office Suite is great, but if not, we will help get you up to speed.

Skills

Required

• Strong analytical skills
• Good communication
• Enjoy working with others

Benefits

• Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development.
• Charitable Giving Participation: Be a part of our commitment to making a difference in the community.
• Team-Centric Environment: Join a collaborative team dedicated to our core motto: “Do the right thing, for the right reason, at the right time.”
• $15-$17 Hourly