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        Finance, Internships & Jobs

        Financial Advisor - FullTime & Internship - Ashford Advisors - Memphis, TN

        January 28, 2020 By Mandy Harrelson

        Blog Details

        Ashford Advisors logo



        For students interested in exploring a career in financial services, an internship at Chartwell Financial Group will give the student exposure to all facets of the industry. Many people are interested in being in the financial services industry but they lack a clear understanding of the duties and responsibilities of an advisor. The intern will receive training in case design, financial planning, marketing and social media strategies. The intern will participate in client appointment setting, client communications, and data organization. Must be outgoing, interact well with others, and have strong verbal communication skills.


        Specific responsibilities include:

        • Setting appointments with prospective clients
        • Preparing presentation materials and paperwork
        • Following through with client onboarding

        This opportunity is open to students who we feel have the potential to pursue a full time position with our firm. This is a sales internship and compensation will be performance based. Interns will have an investment in obtaining proper licenses to conduct business.

        For more information about this program please submit a résumé to Katherine Boozer, You will be contacted to schedule an interview to learn more about this program and the requirements to be considered.

        To learn more about Ashford Advisors visit us at

        and email résumé as stated above


        Have you ever dreamed of being your own boss? Have you ever envisioned a future that allows you to do great things for others and achieve financial independence along the way?

        Ashford Advisors offers an outstanding opportunity for self-starting individuals to build their own financial services practice, their own way. Our associates develop a career path that is as individual as they are. We recognize that the relationship you have with your client is built on understanding and trust. It's personal. The style that is right for you is the style that will determine your success. The training and support we provide is customized to help develop your individual strengths and unique abilities, building your business your way. It is truly an exceptional opportunity in financial services.

        With over 20 offices in 8 southern states, Ashford Advisors, a General Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY is looking for entrepreneurs to join our firm. All of our associates strive to turn their clients' financial dreams into reality. Not only will you play an intrinsic part in developing a financial strategy for your clients but you will also have a chance to define your career heights as a Financial Representative.

        Job Requirements:

        To be successful in the Financial Representative Career involves many diverse skill sets. Most importantly you are a business owner and will need to develop your clientele with the training and support from our local agency and corporate offices.

        Four key personality traits are commonly seen in most Top Financial Representatives:

        • Entrepreneurial Spirit: The desire to run their own business and the autonomy this provides.

        • Impact on Others: The belief and focus to do something greater than themselves and help clients realize their financial goals and dreams.

        • Work Ethic: Top Financial Representatives are self-motivated to learn and market their practice to grow a clientele particularly in the initial years.

        • Coachable: The ability to work with our managers and mentors to learn the financial knowledge and approaches required for success and reach a mastery level as a planner.

         Job Responsibilities:

        • Provide sound financial recommendations to help insure financial security for clients, and possess the capability to move clients to take action and implement recommendations

        • Act as an advocate for your clients; commitment to enhance, enrich and serve client base

        • Implement cutting edge financial strategies to grow and develop long lasting, value based client relationships

        • Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions

        • Expand a business practice by use of effective prospecting and referral based strategies, as well as identifying and cultivating new client relationships within target markets

        • Learn necessary selling skills practices

         Education and Experience:

        • Entrepreneurial minded with a strong work ethic

        • Desire to help others manage and achieve financial security

        • Highest level of integrity and ethics

        • Above average communication skills

        • Strong interpersonal and relationship building skills with a focus in identifying opportunities and developing strategies

        • Basic computer skills

        • Affinity for education and professional development

        • Goal oriented with a commitment to personal growth

        • Willingness to obtain recognized industry professional designations as a commitment to excellence

        • Have or will obtain a Series 6 or 7, and 63 as well as State Life and Health Licenses