At Strategies for Wealth, our legacy is built on the integrity that comes from constantly striving to improve and adapt. We began in 1934 as a Guardian Life Insurance agency, servicing many of the beleaguered property and casualty firms on Wall Street during the Great Depression. Almost 85 years later, Strategies for Wealth continues to evolve. We’re proud to be considered one of the great success stories in the history of the financial services industry. Today we offer a conversation very few firms can initiate, encompassing a 360º perspective of your financial picture.
Intern would assist in the day-to-day management of the practice. His/her duties would be:
- Manage everything internal: files, calendar and licensing
- Manage day-to-day: room prep and meeting prep
- Coordinate onboarding process: homework, applications and underwritting
- Coordinate client engagement: time triggers (annual reviews, bonus time, birthday) and event triggers (disclosures, FIOs, conversions)
- Coordinate seminars/events: scheduling and executions
Duration: negotiable
Stipend: $1,500/month