Job Description: Financial Advisor Internship
Position Type: Internship (Approximately one semester; flexible hours during the fall, spring, or summer term)
Company: ING Financial Partners provides customers and financial advisors with a vital link to the latest financial products and services in the marketplace. The company’s independent advisors offer financial resources and advisory services to assist clients in realizing their financial objectives. ING Financial Partners is an affiliate of ING, a financial institution currently ranked #12 on the Global Fortune 500. ING offers banking, insurance, and asset management to over 85 million private, corporate, and institutional clients in more than 50 countries while maintaining a diverse workforce of over 107,000 employees.
Position Overview: The Financial Advisor Internship provides both an exciting and rewarding opportunity to gain considerable exposure to the financial services industry. Interns will learn how to effectively survey potential clients with viewpoints. Interns will further obtain a valuable overview of the financial services profession by shadowing experienced advisors and by reviewing engaging training materials. Finally, interns will enhance their professional communication skills by learning the client acquisition process and by creating sample financial plans.
• Complete approximately 10-20 survey viewpoints and review clients’ feedback.
• Read and summarize dominant themes from John C. Maxwell’s 21 Irrefutable Laws of Leadership, as well as Patrick Kelly’s Tax Free Retirement.
• Conduct 10 office interviews with influential business and/ or community leaders.
• Participate in job shadowing with experienced financial advisors during an initial meeting, fact finder session, and closing interview.
• Produce hypothetical financial plans, including a risk management plan, using programs such as Money Guide Pro and ING Presents.
• Review Brainshark educational videos.
• Provide administrative assistance for office projects and workshops.
Skills/Qualifications: Candidates should exhibit strong leadership, discipline, and interpersonal skills, as demonstrated through exceptional academic performance, leadership involvement in student organizations, and/or participation in intercollegiate athletics. Candidates should further be interested in pursuing career opportunities in the financial services industry.
Work Authorization Requirement: US citizen status
Contact: Interested candidates should submit a resume, along with a completed Personafax Career Analysis form, to:
Attn: David Tigges, Managing Director
ING Financial Partners
123 Third Street NE
Cedar Rapids, IA 52401
Fax: (319) 626-7699
*Personafax Career Analysis forms may be obtained via email.
For more information: Waldorf College is a four-year liberal arts college offering 20 bachelor degree programs in a variety of popular fields both residential and online. For over a century, Waldorf has provided a signature student experience through an engaging community of learning and faith. That community has now expanded beyond the campus through Waldorf’s distinct approach to online education. Waldorf’s academic programs combine a strong liberal arts base with applied learning. Co-curricular programs ranging from the second oldest a capella choir in the nation, to an outstanding theatre program, to highly competitive athletic teams, provide students with a wide range of opportunities for meaningful participation in personal development. Waldorf is committed to engaging its students in service and in bringing the world to its students through international student recruitment and study-abroad programs. Every student is challenged to excel in Waldorf’s community where students are treated with dignity and respect. The college has an attractive campus with 14 major buildings and excellent resources.
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