Company/Organization: FirsTrust, LLC

Description:

Two qualified finance Interns will have a unique opportunity to see how a real financial consulting firm is built from scratch.

FirsTrust is in the preliminary stages of opening a new office and developing a footprint in Atlanta marketplace. The Intern will participate in developing an entire branch office of our financial corporation, including setting up office IT systems, employing SEC compliance measures, and implementing general administrative systems.

The Intern will then progress to establishing new client relationships, creating service presentations, engaging new clients, gathering data, evaluating financial profiles, analyzing financial resources, presenting financial plans with investment, tax and estate recommendations, implementing client financial plans, and monitoring client’s progress relative to each client’s stated goals and objectives.

Qualifications:

FirsTrust is a Fee-Only Private Wealth Management firm that provides comprehensive financial and investment management services to affluent families. We are not brokers. We dont sell products or receive commissions so that we have no financial conflicts of interest with our clients.

Hours:

9-5

Length/Availability:

TBD

Start Date:

July 1, 2014

End Date:

07/01/14, TBD

Deadline:

July 15

Tags:

Financial  Consulting  Fee-Only 

More Internships in Georgia:

Latest Georgia Internships