Pathway Intern: Year Round

“We help people discover, protect, and share true financial independence.”

Program Overview: ThePathway Internshipis a year-round program. Internshipsbegin in the summer between your junior and senior year; Candidates must be willing to continue working during their senior year of college. Pathway Interns build skills progressively, from foundational office and administrative support to advanced advisor projects, and work closely with the department that reflects their future goals.
 
WHAT WINNING LOOKS LIKE
•    Assist the Office Coordinator with office prep to ensure a remarkable client experience through cleanliness,         
      professionalism, and readiness.
•    Become skilled in all required company software: Salesforce, BambooHR, Slack, etc.
•    Work with different departments to provide company lift: I.T., Client Services, Client Experience, etc.
•    Assist the Office Coordinator by proactively assessing and maintaining general office, kitchen, and first aid supplies.
•    Based on the internship path, work closely with the department that reflects your future goals.

INTERN RESPONSIBILITIES
1. Foundations & Orientation
•    Observe client calls and daily communication; practice active listening and ask questions about terminology or 
      approach.
•    Learn client folder structure and information systems.

2. Core Administrative Tasks
•    Pull and review daily cash logs and apply client filtering parameters.
•    Assist with basic financial report editing.

3. Meeting Support & Documentation
•    Attend client meetings to learn communication expectations.
•    Start and manage the meeting note-taking software; record accurate, detailed notes and save them in the client       
      folder.
•    Enter follow-up tasks and documentation in Salesforce.

4. Financial Processes Exposure
•    Assist with RMD preparation, including pulling annuity provider totals.
•    Follow a “trust but verify” accuracy process.
•    Observe advisor workflows to understand the rationale behind decisions.

5. Planning Software & Data Entry
•    Enter “base facts” into Wealth Vision and verify beneficiary information before review.
•    Learn the evolution from manual summary documents to digital planning tools.

6. Advanced Tasks (Experienced Interns)
•    Prepare paperwork requests and link client accounts in Wealth Vision.
•    Support more advanced advisor projects after mastering the basics.
 
SKILLS NEEDED TO WIN
•    Excellence: Reliable, organized/timely, and consistent performance of tasks with a detail-oriented work ethic.
•    Trailblazer: Software savvy and adaptable, including Salesforce, BambooHR, ClientWorks, and Microsoft Suite.
•    Balance: Understands the meaning of work, however, knows when it’s time to recharge personally.
•    Communication: Strong speaking and listening skills with the ability to build trust and relationships.
•    Discretion: Uses a high level of discretion.
•    Fearless: The ability to overcome and push through hard things to reach your goals.
•    Purposeful: Knowing that doing your job well contributes to the success of your team and the company.
•    Character: Self-assessing and striving to operate with integrity and respect for others.
•    Life-Changer: Actively looking for ways to help clients and team members.

EDUCATION AND EXPERIENCE
•    High school or equivalent diploma.
•    Currently working toward a college degree.
•    Available to begin in the summer and continue working through senior year of college.

PHYSICAL REQUIREMENTS
•    Physical demands: While performing the duties of this job, the employee is required to walk; sit; use hands/fingers 
      to handle or feel equipment or controls; reach with hands and arms; balance; stoop; talk or hear. The employee must
      lift and/or move up to 20 pounds.
•    Work environment: Primarily indoors with prolonged periods of sitting at a desk and working on a computer; may be
      required to work outdoors for events. The noise level in the office is minimal.

OPPORTUNITY
•    As our company grows and staffing needs arise, there is the opportunity to change roles after going through an
      internal interview process.

PAY RANGE
•    $14.00 per hour