Intern (Wealth) at Korhorn Financial Group Inc

High salary

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Posted 105 days ago

Finance and Insurance

Job Description

Job Description Job Description

Do you want an internship that provides an opportunity for you to help clients develop wise habits of stewardship in pursuit of financial freedom? If you answered yes to this, then this In-Person/In-Office college internship may be for you! PLEASE NOTE THAT THIS IS AN IN-PERSON POSITION AND ALL APPLICANTS MUST BE ABLE TO MEET THE REQUIREMENT OF WORKING DAILY IN THE OFFICE.

Summer Hours: 8:00 AM –5:00 PM, Monday through Friday Fall Hours: Schedule dependent

Position Mission Statement

Helping students who are passionate about the financial services industry get hands on learning and experience through observing client meetings, participating in case management, and leading special client and company projects so that they can confirm their calling into a career in the financial services industry.

Responsibilities and Tasks - Daily check-in with small team leader (To be assigned) - Weekly Intern L10 participation (Identify, discuss, solve) - Weekly study session participation for current certification (if applicable) - Weekly book study participation (if applicable) - Weekly Case Class attendance to assist with note taking and get exposure to financial planning - Observe and take notes in client meetings - Work jointly on assigned projects - Become familiar with applicable essential KFG technology: Orion Wealthscape Fusion eMoney UltraTax QuickBooks AMS 360 - Additional duties as required

Required Skills and Abilities - Strong written and verbal communication skills - Strong computer and typing skills - Experience in Microsoft Office with a focus on Excel and Word - Above average math and analytical skills - Well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload - Must be intrinsically motivated and able to work individually with little direction - Must be a team player and able to collaborate with team members - Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry.

Education and Experience

- Pursuing a bachelor's degree

Physical Requirements - Prolonged periods of sitting at a desk and working on a computer (Standing desks are available) - May be asked to lift 15 pounds at times

At Korhorn Financial Group, we are in the business to change the world, one financial life at a time. Our team partners with our clients by coming alongside them to educate, listen and offer guidance to improve their financial lives throughout each stage of their journeys. KFG is a faith-based organization and is looking to add interns to support and grow with our team of dedicated professionals that are educated financial advisors! By joining our team, you will find that every member of our team is dedicated to living out the values that exemplify how we work together and how we deliver white glove service to our clients. Our commitment to doing the right thing and delivering exceptional service is what makes KFG who we are today. We take pride in our SCHAPE! S - Spirit C - Communication H - Hustle A - Approach P - Precision E - Enhance Do you have the Spirit to bring energy to the table? Are you a communicator that adds value, even when the message is hard? Do you have hustle, are you bias for action? Are you aware of your approach and the impact it makes on others? Do you have the Precision to put your focus on the right things at the right time and in the right way? Finally, do you want to Enhance yourself and your surroundings to do better and become better? If you connect to these standards of commitment, this team is for you! If you are a college student who is passionate about finance and teaching others how to be financially healthy, we invite you to apply. Do you want to get started in this profession while having the support and partnership you need to be successful? KFG will come along side you so you can focus on educating and empowering your clients while developing into an exceptional planner. We would love the opportunity to speak with you about how we can help you grow and develop in your career and in our profession at Korhorn Financial Group. Learn more about our company and the opportunity on our website with the link below: https://www.korhorn.com/join -our-team #financialplanningjob #korhornfinancialgroup #CFP #growth #development#elevatetheprofession#careers #financialplanners #internship