Position Overview:
An intern at ABLE Financial Group plays an important role in supporting the workflow that allows us to service our clients at the highest level. At the same time, we focus our internships on providing hands-on experience and education about the financial services industry. Our team is committed to mentorship and accessibility to answer questions and provide tasks that align with the intern’s skill set and interests. Past interns have gone on to have successful careers in the industry.
Responsibilities & Activities:
Knowledge, Skills & Abilities:
About ABLE Financial Group:
ABLE Financial Group is an independent, fee-based, financial service practice based in Scottsdale, Arizona. We are dedicated enhancing each client’s life and simplifying the complexities of financial freedom. Our team of financial advisors believes one of our fundamental roles is to help ensure our clients’ long-term goals and expectations are not only effectively met, but exceeded. Each member of our team provides a distinct area of experience, and their distinct skill sets combine to form a group of professionals with the resources to manage their clients’ wealth and legacy for generations.
This is a paid position, between $16-$18/hour.
For More Information and to Apply, Contact:
Josef Khan, Operations Manager at (480) 258-6104 or josef@ablefincialgroup.com
An intern at ABLE Financial Group plays an important role in supporting the workflow that allows us to service our clients at the highest level. At the same time, we focus our internships on providing hands-on experience and education about the financial services industry. Our team is committed to mentorship and accessibility to answer questions and provide tasks that align with the intern’s skill set and interests. Past interns have gone on to have successful careers in the industry.
Responsibilities & Activities:
- Data Entry into our Financial Planning Software
- Security Research and Portfolio Construction Support
- Contact Management System Workflow Support
- Data Analysis and Excel Spreadsheet Assignments
- Client Presentation Support
- Filing
- Various Assignments and Projects as Needed
Knowledge, Skills & Abilities:
- A genuine interest in serving and caring for other people
- Excellent attitude and an extraordinary client service orientation
- Proficiency in Microsoft Word, Excel, and PowerPoint
- High School Diploma
- Able to work in a team setting and collaboratively with others
- Position is In-Office, so they must be able to arrange transportation to and from
- Flexible hours, but need to develop a consistent schedule
About ABLE Financial Group:
ABLE Financial Group is an independent, fee-based, financial service practice based in Scottsdale, Arizona. We are dedicated enhancing each client’s life and simplifying the complexities of financial freedom. Our team of financial advisors believes one of our fundamental roles is to help ensure our clients’ long-term goals and expectations are not only effectively met, but exceeded. Each member of our team provides a distinct area of experience, and their distinct skill sets combine to form a group of professionals with the resources to manage their clients’ wealth and legacy for generations.
This is a paid position, between $16-$18/hour.
For More Information and to Apply, Contact:
Josef Khan, Operations Manager at (480) 258-6104 or josef@ablefincialgroup.com
