Summer Intern - Financial Advisor
GuideStone Financial Resources · Dallas, TX · 1 mo ago
HybridFinanceFull-time
About the role
GuideStone Advisors is seeking a Summer Intern to support the advisory functions of the team. The intern will make contacts to clients on behalf of advisors, collaborate with Marketing on outreach initiatives, and update the CRM database. Throughout the internship, the role will be exposed to all facets and functions of the GuideStone Advisors team. GuideStone values excellence, teamwork, humility, integrity, compassion, and stewardship, and invests in the spiritual, relational, financial, physical, and professional development of its employees.
Responsibilities
- Assist advisors in onboarding new clients and serving existing clients.
- Participate in the acquisition of new assets by following up with prospects who have indicated interest in rolling funds into GuideStone.
- Assist GuideStone Advisors management in assessing new financial technology.
- Participate in and present on a corporate intern project.
Requirements
- Incoming Junior or Senior (must be a student for the duration of the intern program).
- Degree concentration in Business Administration, Finance, or Financial Planning (strongly preferred).
- Minimum GPA of 3.0.
- Self‑starter with initiative and integrity.
- Detail‑oriented.
- Proficient PC skills.
- Strong work ethic.
Benefits
- Generous benefits package.
- Flexible work schedules.
- Opportunities to be involved in community outreach.
- Tuition reimbursement.