During your internship, you will gain in-depth insight into the world of financial planning and asset management. Working alongside our staff, you will learn how to interact with clients while witnessing how all our departments work together to create a successful financial advisory experience for our clients.
What will I do at VFA ?
Job Responsibilities include but are not limited to :
Assisting advisors in client meetings
Helping advisors rebalance client investment portfolios
Researching various client financial planning issues and presenting findings to advisors
Conducting stock, ETF, and mutual fund research and analyses
Researching and creating financial illustrations and presentations to be used internally in client / business meetings
Researching industry software and conducting cost analysis research
Working with our technicians to collect data to create / improve forms, reports, and processes for Advisor-Client meetings
Helping construct financial plans and strategies in concert with advisors and technicians
What benefits will VFA provide you?
Exposure to real world Client-Advisor meetings and the financial planning process including client acquisition and financial marketing
Opportunity to learn directly from CFP designated advisors who have been in the industry for 35+ years
Direct and consistent interaction with the firm's president
In-person collaboration with other interns, staff members, and advisors
Opportunity to develop lifelong personal connections with fellow interns, staff members and advisors
Development of your presentation, marketing, time management, communication, and goal setting skills
Summer Reading Program Led by VFA's President, you will read wealth building books and discuss how these concepts will impact your personal finances followed by discussions about personal development and goal setting habits
Possible opportunity for full-time employment after graduation
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