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Future Advisor Academy - Internship At Pacific Capital Resource Group, Inc.

Location: Lake Oswego, Oregon

Job Description

DO YOU HAVE AN ENTREPRENEURIAL SPIRIT?

DO YOU WANT TO IMPACT LIVES AND MAKE A DIFFERENCE?

If you answered yes to these questions, this internship is for you!

Intern Sessions Available:

Winter: January 10, 2020

Spring: April 6, 2020

Summer: June 15, 2020

FUTURE ADVISER ACADEMY

Pacific Capital's internship program

Created for university students, Pacific Capital's Future Adviser
Academy gives interns an opportunity unlike any other. Through this
intensive program, you learn the skills it takes to launch a successful
career in the lucrative financial advising industry.

Your internship is managed by an Associate Vice President, also a
practicing financial adviser, whose responsibility is to ensure you
receive the education to help you succeed in the Future Adviser
Academy.

You are placed on a team of your peers and guided through the
program by a successful, seasoned financial adviser at Pacific Capital.
You will assist the adviser with financial analysis, client relations, and
marketing as well as learning the integral role of back-office duties
and the procedures which ensure a smooth-running practice.

Through training in sales, education in financial products and services,
and practice management, you will be well on your way to a successful
future, whether or not you wish to look towards Pacific Capital for
your new career.

YOUR INTERNSHIP AT-A-GLANCE

What you can expect to learn

EDUCATION

  • Asset Allocation

  • Morningstar

  • Financial Profiles

  • Net Exchange Pro

  • Compliance

  • Life Insurance Products and Needs

  • Annuity Products

  • Investment Products

  • Disability Insurance

  • Long-Term Care

SALES TRAINING

  • 3-Step

  • Personal Commercial

  • Pacific Capital Story

  • Introduction to Referral Marketing

  • Introduction to Fact Finding

  • Introduction to Plan Implementation

PRACTICE MANAGEMENT

  • Smart Office

  • New Business Processing and Procedures

  • Pacific Capital Philosophies – Mission Statement, Producer Value Commitment, Our Values

  • Business and Marketing Plans

Beyond the Future Adviser Academy:

After successful completion of Pacific Capital's Future Adviser Academy,
interns will have learned what it takes to run a world-class financial
advising practice. After graduation, many participants will be considered
for employment and the launching of their own practice at Pacific Capital.
Should you not wish to remain with us, we guarantee the skills you will
develop will help place you unmatched above all the competition.

DESIRED QUALIFICATIONS:
  • Business Administration, Accounting, or Finance Students
  • Cumulative GPA of at least 3.0
  • Work in our downtown Bellevue or Seattle, Washington or Lake Oswego, Oregon office
BENEFITS:
  • Paid Internship
  • Internship Credit
  • Sales experience
  • Networking opportunities
  • Jumpstart a career in financial advising
  • IMPACT LIVES!
Registered Representative of, and Securities and Investment Advisory Services offered exclusively
through Hornor, Townsend & Kent, LLC (HTK), a Registered Investment Advisor, member FINRA/SIPC.
HTK does not provide tax or legal advice. Pacific Capital Resource Group, Inc. Is independent of and
unaffiliated with HTK and is a licensed insurance agency. 274654RM-Oct20