Financial Services Apprentice

Join us at Big Money Retirement as a Financial Services Intern, where you'll play a vital role in helping individuals navigate the exciting journey of retirement. In this position, you'll immerse yourself in the finance world, gaining hands-on experience and valuable insights into retirement planning. We believe in empowering our interns with the knowledge and skills needed to grow into future leaders in the industry. You'll work alongside seasoned professionals who are passionate about guiding clients with authenticity and expertise. This is your chance to learn from the best and contribute to a team that values strategic thinking and innovative solutions. Let's make a difference together, helping clients step confidently into their futures. The internship is for a minimum of 6 months and can run up to a year, with an opportunity for full-time employment after.

Compensation:

$17 hourly

Responsibilities:

Assist in preparing financial reports and presentations to support client meetings. Collaborate with team members to analyze client portfolios and recommend strategic adjustments. Participate in client consultations to gain firsthand experience in retirement planning discussions. Conduct market research to identify trends and opportunities that can benefit clients. Support the development of personalized retirement plans by gathering and organizing client data. Engage in continuous learning to stay updated on industry best practices and regulatory changes. Contribute to team brainstorming sessions to develop innovative solutions for client challenges. Participate in dinner events to experience the process of client acquisition from the first step

Qualifications:

Current or rising college senior Experience in financial analysis or related coursework to support client portfolio evaluations. Ability to effectively communicate complex financial concepts during client consultations. Proven track record of working collaboratively in team settings to achieve common goals. Strong organizational skills to manage and organize client data for retirement planning. Demonstrated commitment to continuous learning and staying updated on industry best practices. Ability to contribute innovative ideas during team brainstorming sessions for client solutions. About Company At Big Money Retirement, we don't just help people retire— we lead them through one of the most pivotal transitions of their lives. Retirement isn't just about finances; it's about stepping confidently into a future filled with possibility. That's why we see ourselves as more than financial advisors—we are trusted guides, strategic partners, and bold leaders who help clients navigate retirement with clarity and assurance. We don't sugarcoat the truth or rely on cookie-cutter solutions. Instead, we bring authenticity, expertise, and a deep commitment to ensuring clients are equipped to make the right decisions for their future.