DO YOU HAVE AN
DO YOU WANT TO IMPACT
LIVES AND MAKE A
If you answered yes to these questions,
this externship is for you!
Extern Sessions Available
Fall (begins September 25, 2020)
Winter (begins January 8, 2021)
Spring (begins April 2, 2021)
FUTURE ADVISER ACADEMY
Pacific Capital’s internship program
Accounting, or Finance
• Cumulative GPA of at
• Work with our
• Internship credit
• Sales experience
• Jumpstart a career in
• IMPACT LIVES!
Created for university students, Pacific Capital’s Future Adviser
Academy gives students an opportunity unlike any other. Through
this virtual program, you learn the skills it takes to launch a successful
career in the lucrative financial advising industry.
Your externship 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
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.
• Asset Allocation
• Financial Profiles
• Net Exchange Pro
• Life Insurance Products
• Annuity Products
• Investment Products
• Disability Insurance
• Long-Term Care
• Pacific Capital eStep
• Personal Commercial
• Introduction to Referral
• Introduction to Fact Finding
• Introduction to Plan
• Smart Office or Redtail
• New Business Processing and Procedures
• Pacific Capital Philosophies – Mission Statement,
Producer Value Commitment, Our Values
• Business and Marketing Plans
What you can expect to learn beyond the Future Adviser Academy:
After successful completion of Pacific Capital’s Future Adviser Academy,
students 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.