Internships & Resumes

Job Opportunities:



- Internet/Marketing Assistant needed. Duties are to call pre-selected lists to offer a no-cost no-obligation consultation. Pay is 10 per hour plus incentives. Work is 8-10 hours a week, will work around school schedule.

If interested please contact:
Dave Lee
AG Edwards
619 237-6000

- Internet/Marketing Assistant needed. Will pay the sponsorship fee and (if student is willing) some additional per diem. Student will need to do some list development and work with leads provided. Telemarketing and organizing some leads as well as prospect development for a 16-year Brokerage veteran CFP who has 2 majors in Finance and is listed in the U.S. research counsel's "Guide to America's Top Financial Planners".

Timeframe: Starting around Jan 10-15 for approx 10 to 12 weeks. Mostly days, some eves (will work with student's schedule).

Location: Downtown San Diego, Symphony Tower, 30th floor.

Please send (via fax or email) your resume and qualifications to Dave Lee, AG Edwards, 619 237-6000


- Administrative Assistant. An administrative assistant is needed for a financial advisor (CFP) in the Mission Valley area. Your position on a team of 3 will be responsible for all client service related activities for her clients, appointment preparation, file preparation, inputting data in to the financial plans, spreadsheets and proposals as well as general office duty. You will be the right hand person to a person with over 26 years of experience as a planner. This is a full time position (8:45am to 4:45pm) preferably. Part time may be considered for a person with extraordinary organizational skills, time management capabilities, and previous experience. Please send (via fax or email) your resume and qualifications to Elizabeth M. Ruch, CFP at emruch@wradvisors.com or 619-295-9947 for fax.

- My practice is growing again and I need to bring on a new person to grow into my practice. My idea person is someone who can handle IPS creation, assist with portfolio management, research planning issues and coordinate income tax considerations. I need someone who can learn my system and participate and contribute to the process of moving my practice to a firm level. Ultimately this person will be a CFP who adheres to the integrity necessary to help our clients make the right decisions.
Contact Hank Zapisek at hank@affluence.com

- Gregory Overland, a Franchise owned Ameriprise Platinum Financial Services Practice, has been serving clients in the San Diego area for over thirteen years. Throughout the years, Greg Overland, CFP, owner and Senior Financial Advisor, has established a devoted client base and a business built upon the principles of honesty, integrity, and compassion. We are dedicated to serving families and individuals all over the country.

I have a small, dynamic practice that is expanding, affording the right candidate the potential to advance within the organization. The ideal applicant has strong administrative, organizational and interpersonal skills; excellent written and verbal communication skills; can function well in a fast-paced environment; takes initiative, enjoys challenges and embraces change; gets excited by the opportunity to learn and is motivated to grow themselves, all while supporting a business which is committed to improving the lives of others.
Please contact via Email gregory.s.overland@ampf.com or call 858-794-0139 for more information.

- Client Care Coordinator for CFP in Golden Triangle/UTC area

Experienced CFP and SDSU alum seeks outgoing, tenacious, detail oriented self-starter to manage client relationships. This entails answering phones, filing, customer service, case prep., investment analysis and financial plan work. Flexible hours/days. 15-19 hours/week. Tremendous learning opportunity with incentives and career opportunities. Compensation is based upon qualifications and experience.
Please send your resume to Rod Evans, CFP via fax to (858) 622-0215 or e-mail revans@htk.com.

Internships

- Financial Planning Internship Available (April 2008). needed. Financial Designs, Ltd. is looking for a reliable, responsible, Financial Services major seeking invaluable experience in the financial planning field. The position offers an easygoing work environment with flexible hours. Student will be directly involved with real financial planning. Responsibilities include 1) Organizing client data; 2) Assisting planners with creating financial plans for clients; 3) Tracking prospective clients (Absolutely no cold calling); 4) Assisting on our weekly radio show. Pay starts at $9.00/hour plus performance based bonuses. All hours will count towards CFP® requirements.

Any student interested should call with questions or to arrange an initial interview.

Conrad
(858) 597-1985



- Intern positions available at Steckler and Wynns Financial Group Jan 08

Our firm is again offering intern positions at Steckler and Wynns Financial Group for two candidates. The positions are paid $12/hr + benefits. The interns will be assisting the office in converting paper client records to electronic format in a data base. All training will be provided. The interns will also be offered mentoring opportunities with a CFP practitioner in a fee based environment and be invited to sit on client meetings. A permanent position may be offered upon graduation. We would like to begin the interview process as soon as possible. Candidates may send inquiries/resumes to this email: lsteckler@stecklerandwynns.com



- Internship - Sagemark Consulting/Lincoln Financial Advisors

Sagemark Consulting/Lincoln Financial Advisors is committed to fostering growth and developing high potential financial professionals.

We currently have opportunities for highly motivated individuals seeking an unpaid internship in our California offices. Individuals will work under the direction of Financial Planners and Professional Staff in a multitude of areas within the financial services industry. They will be afforded an opportunity to gain practical organizational, financial, and technical experience in the field of full-scale, high net worth financial planning. Interns will be assigned work based upon projects for financial planners and desired areas of interest, work cooperatively with professional staff that are responsible for the overall coordination of projects and programs.

The following are work assignments and projects for the position:
Support for financial plans using state-of-the-art software tools;
Product Knowledge of Outside Investment Companies;
Development of Deliverables for High Net Worth Clients;
Participation in Lincoln Financial Advisors training and Lunch & Learn Events;
Client Database Maintenance, Account Aggregation;
Financial Planning Fee Business Tracking Systems;

Other Functions as assigned. If you are interested in working for one of the nation’s premier wealth management firms, you can send your resume to Trista Van Tine at Trista.VanTine@LFG.com or call
(858) 550-2816.

Internship immediately available (January 7, 2008) with Wolters, Hagar & Pratt, Financial Planning, Inc. We are looking for an upper level (Junior or Senior) financial services major who is interested in an eventual career in financial services. Internship is paid, staring at $10 per hour.

Duties will require knowledge of Microsoft Excel, Word, and basic understanding of stocks, bonds and mutual funds. Duties to include entry of financial assets and liabilities to a database program, printing of reports, and updating computer records. Accuracy and attention to detail is very important. This internship is in the Financial Planning Department, working directly with CFP® candidates, Paraplanners and firm Partners.

Please submit resume to: whp@whpfinancial.com. Firm website: www.whpfinancial.com