Wealth Management Operations Internship at Fortivus Wealth Group Wealth Management Operations Internship at Fortivus Wealth Group in Audubon, Pennsylvania Posted in 1 day ago.

Type:

full-time 2027 Summer Internship

•

Job Type:

Part-Time, onsite.

PA Locations:

King of Prussia

• Reports to director of respective line of business
• NM Contract: Non-Registered or Registered Associate Financial Representative
• 20 hours on average per week, June through August 2027 Here at Fortivus Wealth Group, we have the mentorship and resources you need to jump start your career!

A paid internship at Fortivus Wealth Group gives you valuable, real-world work experience to prepare you for a full time career with us. You will be recognized and rewarded for your hard work both financially and through development opportunities. Extensive training, real-world experience and hands on opportunities, and mentorship from professionals will all aid in broadening your business acumen and technical expertise. We have opportunities in risk management operations (insurance), investment operations, financial planning, and wealth management (Financial Representative). You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom.

RESPONSIBILITIES

Risk Management Operations:

• Support financial advisors in various activities of the sales cycle for non securities products.
• Shadow and independently complete the following: o Insurance Illustrations for Advisor's Client Presentations. o Insurance and other risk based product applications. o Arranging of medical, paramedical, and any exams necessary for underwriting. o Servicing of existing clients.
• Assist with monitoring Life, Disability, and Long Term Care applications throughout the underwriting process.
• Assist with Tracking Policy Delivery Requirements and Policy Deliveries. Wealth Management (Investment):
• Assist in preparing account opening paperwork.
• Assist in creating proposals.
• Learn how the markets work and the various investment vehicles.
• Attend investment committee meetings to review portfolio construction.
• Develop an understanding of investment strategies.
• Support servicing of existing clients.

Financial Planning Associate:

• Develop an in-depth understanding of financial planning, investments, and tax planning.
• Gather and analyze financial information, including income, expenses, assets, and liabilities, to assist in the development of comprehensive financial plans.
• Assess clients' current financial situations and future needs to develop customized strategies for achieving their goals.
• Build out financial plans within financial planning software, communicate with advisors on any recommendations or changes, and deliver financial plans for use with clients.

Financial Representative:

• Start building the foundation in finance, insurance, and sales that will help you deliver excellent financial security to your clients.
• Learn about our planning process to provide financial solutions tailored to each client's needs.
• Participate in ongoing training as assigned, including role playing exercises to develop communication skills, language mastery, and sales knowledge.
• Track daily activity including dialing, meetings kept, and introductions.
• Build and maintain own book of business through high activity, including prospecting.
• Engage in other sales and firm wide activities to learn the entirety of the business.

All intern tracks:

• Acquire Life and Accident license in the state of PA
• company sponsored
• Assist with special projects.
• Interact with operations team.
• Learn about each of the firms' lines of business and explore opportunities within each.
• Shadow advisors with interactions with clients.
• Other tasks/projects as assigned.

QUALIFICATIONS

Required

• Proficient in Microsoft Applications, i.e., Outlook, Word, Excel
• Going into Junior or Senior year of college
• Strong communications skills (written and verbal), with the ability to collaborate effectively with team and others
• Customer service experience beneficial
• Desire to learn and grow
• Excellent time management skills Fortivus Wealth Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace.

We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fortivus Wealth Group makes hiring decisions based solely on qualifications, merit, and business needs at the time.