What are the responsibilities and job description for the Financial Advisor Intern position at Candidate Experience site?
Cetera Investment Services is a leading financial services firm dedicated to providing innovative solutions to our clients. We specialize in servicing a large base of clients that have wealth management, investment services, financial planning needs, and are committed to fostering a dynamic and inclusive work environment. At Cetera we need detailed thinkers to help us deliver quality and value to our clients. We are current seeking a Financial Advisor Intern add to our team in Saint Cloud, MN. This Internship will run June - August of 2025.
What you will do:
- Assist in the preparation and analysis of financial reports.
- Support the team in conducting market research and financial modeling.
- Help with the development of financial strategies and plans.
- Perform administrative tasks as needed to support the team.
- Collaborate with various departments to ensure seamless operations.
- Gain knowledge on investment solutions and how they are implemented to help fulfill client’s needs.
What you need to have:
- Currently pursuing a degree in Finance, Economics, Business, or a related field.
- Strong analytical and problem-solving skills.
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
- Excellent verbal and written communication skills.
- Ability to work independently and as part of a team
