Financial Advisor Internship (Pre-Career Training Program) Summer 2025
Overview:
You won’t be pushing pencils here. This highly immersive and development-packed program provides you the chance to see if running your own financial services practice could be in your future and allows you to earn commissions on sales you make throughout your internship.
For the right person, a career as a Financial Representative with The Bulfinch Group allows you to experience entrepreneurship with support and make a difference in peoples’ lives while achieving your own professional and financial goals.
Through our internship program, you’ll be doing the day-to-day work of a financial professional, with guidance and mentorship in developing the skills necessary to build a thriving business. Plus, you’ll have a foundation that allows for a fast start should you decide to pursue this path full-time.
You are…
- A self‐motivated individual with a confident personality, high integrity, and a strong desire to succeed
- Passionate about cultivating long-term relationships to help others reach their goals
- Ambitious, entrepreneurial, and looking for career growth and development
Once you pass your state licensing exam, you’ll be…
- Learning about: marketing, client prospecting techniques, the sales cycle, our product offerings, team building and collaborative practices, time management, and more
- Working directly with peers and mentors on “real world” cases, preparing illustrations for prospects or existing clients; earning commissions on sales
- Working with clients to understand their goals, concerns, and current financial information.
- Analyzing information to create plans with appropriate strategies, products, and services
- Developing and maintaining a base of clients who value your input and guidance
What we provide…
- Development, mentorship, and training—locally, virtually, and nationally—providing you with all the knowledge and information you need to build your practice with us
- Pay for required training hours
- Commissions on sales made during the internship period
- A realistic understanding of the full-time Financial Representative career along with the opportunity to “try out” a career in financial services, mentored by experienced financial planners
Requirements
- Pass state licensing exam
- Must be entering your final year of school
- US Work Authorization
Who we are:
The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. We encourage a collaborative environment that strives to enhance existing relationships; discover and build new ones; and help everyone we meet to live their best life possible. We deliver nothing short of excellence. Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. We promise to be the “Best at Getting Better.” We make a difference.