Join TruStage (formerly CUNA Mutual Group) at one of our Credit Union partner locations as a Multicultural Financial Services Intern!
TruStage has received numerous awards for being a top place to work: TruStage awards and recognition
This position primarily focuses on helping “The Team” [Lead Financial Professionals (LFAs), Associate Financial Professionals (AFAs) and support staff] as they work with diverse credit union members to assess and meet the core financial needs of growth, income, protection and legacy.
As a member of a financial professional team, MFSIs will assist, as needed, Coordinators and Sales Assistants with the various administrative and member service tasks needed to smoothly run a financial services practice. Alignment with credit union mission & culture will also be very important for success. The MFSI position is designed to allow high potential candidates to learn more about the brokerage/insurance/investment advice/banking business and assess whether a career in any of these industries is worth exploring.
Based on performance and opportunity, there is potential for career advancement to include that of Coordinator, Sales Assistant, or AFA within a financial services program or many home office opportunities within Wealth Management Solutions.
As an intern, the leadership team and LFA will work with you to give you exposure and opportunities that align with your personal development goals and interests. This internship position is designed to provide hands-on experience to acquire knowledge of financial advising practices. Candidates will have the opportunity to apply what they have learned in a classroom environment while gaining new skills in a dynamic professional setting. This role requires critical attention to detail in a fast-paced environment, self-motivation, and resourcefulness to solve problems and answer questions.
Working alongside members of the financial services Team (LFA/AFA), develop an understanding of credit union members’ financial and personal goals and understand the importance of putting the member’s needs first.
Assist the Team as they meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet their needs through the sale of investment and securities products.
Assist the Team to prepare for these meetings by compiling meeting materials, generating investment holding reports, assist in the preparation of needs assessments and product recommendations.
Build strong relationships with credit union staff as well as members within the credit union,
Assist the financial services team with the delivery—virtually and in-person-of branch seminars and ensure appropriate follow-up from these events.
Assist as needed in the execution of local marketing.
Assist Sales Assistants in their duties as they relate to the servicing of member/client needs, including administrative task such as contacting members to confirm appointments and seminar reservations, tracking referrals, helping coordinate credit union staff training, taking and directing member calls as needed.
Maintain confidential member information by adhering to TruStage’s policies and procedures for data security and privacy.
The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.
Working towards a relevant degree or equivalent work experience
Strong analytical, critical thinking, problem-solving and decision-making skills
Demonstrated interpersonal and customer service skills.
Excellent communications skills
Intellectual curiosity and the desire to learn.
Enrollment in relevant college or university financial services or finance related degree program such as accounting, finance, business, financial planning, insurance, or investment management preferred but not required.
Understand multicultural nuances. Be empathetic and appreciative of differences that may deviate from a traditional investment client profile.
Proven oral and written communication skills. Spanish-speaking fluency a plus.
Self-starter eager to develop and expand knowledge.
Have a satisfactory background check.
This role will be fingerprinted for FINRA purposes.
TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please let us know at firstname.lastname@example.org.
Compensation may vary based on the level of relevant experience, year in school, and number of previous internships.
Compensation may vary based on level of relevant experience, year in school and number of previous internships.
Base Salary Range:
$18.00 – $28.00
Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. If you’re ready to help make a difference, apply today.