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111 N. Sepulveda Blvd. Suite 300, Manhattan Beach, CA 90266

310-504-1276

Madrid Retirement Advisors Non-Paid Internship

As an intern for Madrid Retirement Advisors, aspiring financial professionals are introduced to the daily operations of the financial services industry. 

Interns receive training from seasoned financial advisors in various segments of the investment world including but not limited to: day-to-day operations, portfolio design and maintenance, financial planning, as well as many other miscellaneous office duties.  Interns receive hands-on experience dealing directly with clients and prospective clients under the supervision of Madrid Retirement Advisors staff while participating in weekly educational classes that cover a broad range of topics.  By the end of the 14 week internship students will have the basic knowledge needed to get a start in the financial planning industry.

The following requirements must be met to be considered for the position:

  • Strong communication skills
  • Highly team-oriented
  • Strong will to learn
  • Hard-working
  • Eagerness/enthusiasm to ask questions and learn
  • Availability during one of our four internship times (listed below)

Details

    • Specific Duties –
      • Client and prospective client calls, Retirement Analysis, Portfolio Analysis and Design, Client Relationship Database Management, Marketing
    • Location Of Employment –
      • Manhattan Beach, CA
    • Rate Of Pay –
      • Non-Paid, may be eligible to receive academic credit
    • Internship Hours -
      • The internship is broken down into two five hour days twice per week. 
      • Available internships are Monday/Wednesday 8:30am -1:30pm , Monday/Wednesday 12:30pm - 5:30pm , Tuesday/Thursday 8:30am - 1:30pm or Tuesday/Thursday 12:30pm - 5:30pm.
    • Internship Seasons -
      • Spring (January 29th - May 10th)
      • Summer (May 29th - August 16th)
      • Fall (August 27th - November 15th)
    • Weekly Educational Classes -
      • We have a curriculum designed to last the duration of the internship that discusses a wide range of topics including:
        • Differences between stocks, bonds, mutual funds, ETF’s, etc.
        • Different types of accounts - IRA, SEP IRA, 401(K), 403(B), Trust, Individual
        • Tax implications of different investment and savings choices
        • Physiology of the investment process
        • The history of the stock/bond market
        • How interest rates can affect you investment outlook 
    • The Process of Financial Planning -
      • Overview of the financial planning process ranging from teaching students how to gather data, analyze it, implement a plan and monitor it.
    • Portfolio Construction -
      • How to construct an efficient portfolio
      • How to analyze a portfolio
      • How to use analysis software like Morningstar
    • Industry Career Options-
      • Different careers and opportunities in the finance field
    • The day to day life of a financial advisor