A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
Working at Lockton At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. Business unit Founders Series Schedule Full-time Lockton Benefits Offerings Click Here Workplace In Office Responsibility Icon Your Responsibilities
PROGRAM OVERVIEW
Coaching & collaboration: Receive one-on-one mentorship from a dedicated Performance Coach who will provide guidance and feedback throughout your internship and make you feel like part of the team!
Professional development:
Engage in talent development workshops focused on key professional skills to build your confidence and learn what makes a successful Lockton Associate.
Sessions with leadership:
Participate in Meet Your Leaders sessions, hearing directly from senior leadership about Lockton's business, industry trends, and their own career journeys.
Networking:
Build meaningful professional relationships through networking opportunities with Lockton Associates, leaders, and fellow interns.
Culture:
Give back and have fun through social and volunteer events that support our communities, experiencing Lockton's award-winning culture firsthand.
EXPERIENTIAL LEARNING
Group project: In groups of 5-7 interns, tackle a real-world challenge facing Lockton and the insurance industry. You will present your findings and recommendations to Lockton leadership at the end of the program.
Case studies:
You'll explore different specialty areas of our business through weeklong case studies and work to solve client issues.
Career exploration:
Discover career paths within Lockton and the insurance industry through various sessions and activities.
JOB DUTIES
Interns will be embedded within a Lockton account team in Risk Solutions or People Solutions to support day-to-day activities that help deliver exceptional client service and account management. Participate in client-focused projects and meetings to gain firsthand exposure to brokerage operations and how Lockton provides tailored risk and insurance solutions. Learn how Lockton leverages strong carrier relationships to provide creative solutions that deliver long-term value, helping clients achieve their business objectives. Support the preparation of proposals, presentations, and other materials used to serve and retain clients.
QUALIFICATIONS
Currently enrolled college student scheduled to graduate Dec 2027 or May 2028 All majors are encouraged to apply; preferred majors include insurance, risk management, marketing, finance, or any other business-related field Experience working in customer service and project management Ability to work independently and collaboratively in a fast-paced team environment Strong verbal, written, interpersonal, and analytical skills Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, etc.) Must be legally authorized to work in the United States on a permanent basis without the need for current or future visa sponsorship now or at any time in the future Ready to gain hands-on experience, expand your professional network, and make a real impact? Apply today and take the first step toward a rewarding career with Lockton! Qualification Icon Qualifications
WHAT WE ARE LOOKING FOR
Currently enrolled college students scheduled to graduate December 2027 or May 2028 All majors are encouraged to apply; preferred majors include insurance, risk management, marketing, finance, or any other business-related field Experience working in customer service and project management Ability to work independently and collaboratively in a fast-paced team environment Strong verbal, written, interpersonal, and analytical skills Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, etc.) Must be legally authorized to work in the United States on a permanent basis without the need for current or future visa sponsorship now or at any time in the future Equal Opportunity Statement Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success. About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what's right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing. Learn more about your Lockton experience No Agencies Please Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.