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Pacific Capital Resource Group


Jobs

Future Adviser Academy

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Posted on: September 18, 2020 Apply Now
Internship, Part-time Expires July 1, 2021

DO YOU HAVE AN

ENTREPRENEURIAL SPIRIT?

DO YOU WANT TO IMPACT

LIVES AND MAKE A

DIFFERENCE?

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

DESIRED

QUALIFICATIONS

• Business

Administration,

Accounting, or Finance

Students

• Cumulative GPA of at

least 3.0

• Work with our

Bellevue, Washington

office Associates

BENEFITS

• Internship credit

• Sales experience

• Networking

opportunities

• Jumpstart a career in

financial advising

• 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

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.

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

• Pacific Capital eStep

• Personal Commercial

• Introduction to Referral

Marketing

• Introduction to Fact Finding

• Introduction to Plan

Implementation

PRACTICE MANAGEMENT

• 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.

Apply Now

Book a session in the Career Studio

Contact & Location

Phone
(909) 748-8030
Email
ocpd@redlands.edu
Address

116 Armacost Library
1201 East Colton Avenue
Redlands, CA 92373

Service Hours

M 8:00 am - 5:00 pm
T 8:00 am - 5:00 pm
W 8:00 am - 5:00 pm
TH 8:00 am - 5:00 pm
F 8:00 am - 5:00 pm

Disclaimer! We're operating remotely. Please call or email us for all your career needs.

University of Redlands
Career & Professional Development
TwitterFacebookInstagramYouTube
116 Armacost Library
1201 East Colton Avenue
Redlands,CA 92373
(909) 748-8030
ocpd@redlands.edu
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