Global Wealth Management Internship

Industry: Finance
Program City: Los Angeles

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Note: This is a sample internship of a past placement in a Dream Careers Internship Program. Learn more about the internship placement process.

Company Info

The HFG Group is a leading advisor on corporate 401(k) plans, profit sharing plans, defined benefit plans, etc. We partner with the best in class providers of administration and record keeping to ensure that our clients have the latest and best services for their employees, owners, and fiduciaries. We also assist our business clients by providing access to capital – loans or equity, and by providing long and short term succession planning.

Internship Description

Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and by email, Resolving client inquiries and complaints and determining which issues require immediate elevation to the Financial Advisor (FA) or a member of the branch management team, Account administration & maintenance, Prospect for new business in addition to prospecting existing clients for new product and service offerings, Determine which clients are most appropriate to c...

Disclaimer: This is a sample internship of an opportunity you could secure with the Dream Careers Internship Program. We offer customized internship placement at over 3,500 companies for all program participants and guarantee your placement in your industry or you receive a full-refund of the program tuition. Learn more

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The $35 application fee is payable by credit or debit card online. Before you apply, review elibility requirements and ensure you qualify as the application fee is non-refundable.