Irvine
18400 Von Karman Avenue
Suite 400
Irvine, CA 92612

ph: 949-660-0661
fax: 949-756-2624
Los Angeles
31111 Agoura Road
Suite 200
Westlake Village, CA 91361

ph: 818-540-6900
fax: 818-540-6991
Scottsdale
4900 N Scottsdale Rd
Suite 3700
Scottsdale, AZ 85251

ph: 480-824-4100
fax: 480-824-4101
San Diego
4250 Executive Square
Suite 700
La Jolla, CA 92037

ph: 858-587-0101
fax: 858-552-1023

Internship Opportunities

Sagemark Consulting/Lincoln Financial Advisors is committed to fostering growth and developing high potential financial professionals. We currently have opportunities for highly motivated individuals seeking an unpaid internship in our California offices.

Individuals will work under the direction of Financial Planners and Professional Staff in a multitude of areas within the financial services industry. They will be afforded an opportunity to gain practical organizational, financial, and technical experience in the field of full-scale, high net worth financial planning. Interns will be assigned work based upon projects for financial planners and desired areas of interest, work cooperatively with professional staff that are responsible for the overall coordination of projects and programs.

The following are work assignments and projects for the position: support for financial plans using state-of-the-art software tools; Product Knowledge of Outside Investment Companies; Development of Deliverables for High Net Worth Clients; Participation in Lincoln Financial Advisors training and Lunch & Learn Events; Client Database Maintenance, Account Aggregation; Financial Planning Fee Business Tracking Systems; Other Functions as assigned.


If you are interested in working for one of the nation's premier wealth management firms, you can send your resume to Trista Van Tine at Trista.VanTine@LFG.com or call (858) 550-2816.


Click here for Internship Program Details

CRN:200801-2011930