Overview: Robinson Financial Group is a local independent financial advisory firm that has over a decade of experience assisting clients build, balance, and preserve their wealth and legacy through retirement, investments, and insurance. RFG is seeking a part time intern to assist with daily office activities such as CRM updates, client interaction, marketing, and event management.
Position: Wealth Management Intern
Responsibilities:
- Assist with client contact updates in CRM
- Prepare client reports
- Create sales presentations and surveys for prospective clients
- Generate statistical data & reports
- Work with managers to analyze marketing resource effectiveness
- Attend weekly working group staff meetings
- Develop & maintain marketing resources (social media, videos, slideshows)
- Provide suggestions for improving service and/or internal processes to management
- Facilitate and participate in seminars and events
Qualification:
- Proficient with Microsoft Word, PowerPoint, and Excel
- Self-sufficiency (ability to self-motivate and work independently)
- Strong academic track record
- Exceptional attention to detail and product quality
- Intellectual curiosity and interest in the financial services industry
- Excellent verbal and written English communication skills
Students majoring in finance, marketing, or other related fields are preferred. The internship is an unpaid position. It requires a time commitment of between 10-15 hours per week, for the duration of the fall semester of the university calendar. If you are seeking an internship for college credit, we will work with you to meet your hour requirement and will complete any necessary paperwork. Interested candidates should email a CV/resume to info@robinsonfg.com. Potential candidates will be contacted to schedule an interview.
Deadline: September 1st