18400 Von Karman Avenue
Suite 400
Irvine, CA 92612
ph: 949-660-0661
fax: 949-756-2624
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
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






