What are the responsibilities and job description for the Wealth Management Intern position at Liberty One Wealth Advisors?
Wealth Management Internship
Liberty One Wealth Advisors, a trusted wealth management firm, is seeking a Part-Time Wealth Management Intern to help assist our client base. This is an excellent opportunity to be part of a dynamic and professional team in the financial services industry!
Key Responsibilities:
- Conduct outbound calls to prospective clients, introducing Liberty One Wealth Advisors and our services.
- Build relationships and establish trust with potential clients through professional communication.
- Schedule appointments with prospective clients.
- Maintain accurate records of client interactions and follow-up activities.
Qualifications:
- Fluency in Mandarin (required) and proficiency in English.
- Excellent verbal communication and interpersonal skills.
- Previous experience in business development, sales, or client outreach (preferred but not required).
- Self-motivated, organized, and results-driven.
- Ability to work independently while following company guidelines.
- Basic computer skills for tracking outreach efforts and managing records.
Position Details:
- Type: Part-time (flexible hours).
- Compensation: Competitive hourly rate plus bonuses based on performance.
Why Join Liberty One Wealth Advisors?
- Be part of a team that values integrity, client success, and excellence.
- Gain experience and skills in the financial services industry.
- Flexible schedule to accommodate your personal and professional commitments.
- Bonuses and incentives for successful client engagement and appointment setting.
