Summer Intern - Financial Advisor

Posted 2 Days Ago
Be an Early Applicant
Dallas, TX, USA
Hybrid
Internship
Financial Services
The Role
Supports financial advisors with client onboarding, existing client service, prospect follow-up, asset acquisition, CRM updates, financial technology assessment, marketing outreach, and a corporate intern project presentation.
Summary Generated by Built In
Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

The Summer Intern in GuideStone Advisors will support the advisory functions of the team, including making contacts to clients on behalf of advisors, working with Marketing on outreach initiatives, and updating the CRM database. Throughout the internship, this role will be exposed to all the facets and functions of the GuideStone Advisors team.

What You'll Do:

  • 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 an interest in rolling funds into GuideStone.
  • Assist GuideStone Advisors management in assessing new financial technology.
  • Participate in and present on a corporate intern project.

What You'll Need:

  • Must be an 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 of 3.0 GPA 
  • Self-starter with initiative and integrity 
  • Detail oriented 
  • Proficient PC skills 
  • Strong work ethic 

#LI-Hybrid
#LI-ZB1

Skills Required

  • Incoming junior or senior in college
  • Must remain a student throughout the internship program
  • Business Administration, Finance, or Financial Planning degree concentration
  • Minimum 3.0 GPA
  • Self-starter with initiative and integrity
  • Detail-oriented
  • Proficient PC skills
  • Strong work ethic
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The Company
HQ: Dallas, TX
534 Employees
Year Founded: 1918

What We Do

GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas. Do well. We strive to do well, to do our jobs with excellence. Our goal is to enhance our participants'​ financial security and to give our participants peace of mind today and confidence about tomorrow. Do right. We strive to do right, to make integrity an integral part of our work. We believe that doing what's right matters. That consulting our consciences and acting on our beliefs is an essential component of developing financial solutions and investment options. Follow for access to helpful resources about retirement, insurance, personal finance and more.

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