Description
Black Diamond Financial Solutions is an RIA that gives our advisors the support and freedoms they need to help their clients make deliberate financial decisions to reach the very personal dreams they’ve built their life around. BDFS employs a full staff to not only support our advisors but to also consistently strive for company growth. We have big dreams and we hope you’ll join us for the ride.
BDFS advisors and staff members have been in the industry enough to have a wealth of information and we deeply value the interest that our youth have in becoming a member of the financial services industry. With our ever-growing experience, we want to help raise up the next generation of caring, successful advisors and harness the abilities of those that will one day be members of our staff. Not only do we see internships as a way to contribute to society but we also deeply appreciate the fresh perspective that today’s young adults provide to us.
Requirements
- Student in either High School or College
- Excel experience, preferred
- ChatGPT experience, bonus
- eMoney experience, bonus
- Riskalyze experience, bonus
- Phone experience, bonus
- Interest in CFP® or ChFC® designations, preferred
- Experience working in a database and data entry, bonus
- Excellent follow-up and follow-through capabilities
- Ability to communicate effectively, written and verbally
- Fiduciary belief system
- Organized and self-motivated mindset
- Transportation to Rehoboth Beach office (this position is in-person only)
*Please note, this is an unpaid internship but we offer a flexible schedule to meet your needs.
