Job Details

Financial Advisor Pathways Internship Program

Company name
Penn Mutual.

Waltham, MA

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As you are preparing for your future career, it's important you find an opportunity that offers challenging work in a positive learning environment. At Penn Mutual, you will find that unique opportunity as you team up with our financial advisers to explore an exciting entrepreneurial career opportunity where you can make a difference in the lives of others and help them realize all of life’s possibilities.


Penn Mutual Pathways Internship

is an intensive program, where participants learn the skills it takes to launch a successful career in the lucrative financial advising industry. The program is designed for you to work alongside our team of financial advisers who will provide you with extensive training, development programs, and mentorship – all while giving you the opportunity to build your resume and supplement your classroom learning by making a real world contribution in business.

This internship will be located in Waltham, MA and you will be working for our locally known agency Concord Wealth Management

. We are looking to fill only 1 position for Summer 2018.

What We Offer

10 week internship

Competitive pay

Training and development opportunities online and with our advisers

Exposure to the agency’s leadership team

Networking opportunities and client events

Opportunity to obtain your resident state Life, Accident and Health Insurance License

Potential to be considered for full-time employment after successful completion of the program

Key Internship Experiences

Pursue a career in the financial services industry while being guided by a mentor and working as part of a team

Learn the systems and processes to be a successful financial adviser

Understand the basics of personal and business finances; we will also work with you on your own personal Financial Plan

Assist financial advisers in preparing for client meetings, including developing presentations for clients and prospective clients

Learn insurance and investment products available to solve specific client needs

Sharpen your skills in communications and marketing to help build your personal and professional brand

Strengthen and enhance your analytical skills

Organize and coordinate targeted marketing programs, financial planning seminars, recruiting events, and client appreciation events

Required Skills

A minimum GPA of 3.0

Rising Juniors and Seniors currently enrolled in college preferred

Prior sales and/or financial experience a plus

Demonstrated teamwork and leadership through extracurricular activities

Ability to work independently and as part of a team

Qualified to work in the United States for any employer

Applicant should currently live in the greater Atlanta area

Excellent communication, presentation, and interpersonal skills

Thrives in a fast paced, challenging, and exciting work environment

Superior problem solving skills

Enthusiastic, high energy and positive attitude

About Penn Mutual

Established in 1847, The Penn Mutual Life Insurance Company is committed to the noble purpose of helping individuals, families and small businesses make the most of life’s possibilities. As an original pioneer of mutual life insurance in America, we believe that our financial strength and mutual advantage support our ability to consistently deliver on our promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation and distribution needs of their clients. Whether in our Home Office or Field, Penn Mutual is proud to work together in a values-driven and relationship-based culture.

All Associates Exemplify Our Penn Mutual Values:

Acting With Integrity

—We have the conscious intention to do the right thing.

Respecting One Another

—We see each other’s distinctiveness as a valued asset.

Focusing on Relationships

—We foster meaningful connections with others.

Sustaining Our Legacy

—We are trusted guardians for what we promise.

Company info

Penn Mutual.
Website :

Company Profile
Since 1847, we have been driven to create a world of possibilities—one individual, one family and one small business at a time. We help people do more in life by creating solutions that deliver the complete value of life insurance across life's stages, complemented by annuities and investment products.

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