The Following Are Life-Long Learning Opportunities Within Our Firm

Internship Program

2008

Responsibilities and Expectations

The Intern will be assigned work based upon projects for financial planners and desired areas of interest. The intern will work cooperatively with professional staff that is responsible for the overall coordination of projects and programs. This is an unpaid internship program with no benefits.

The following are life-long learning opportunities within our firm:

Exposure to industry-leading financial planning process
Prepare and assemble engagement proposal/feasibility study for prospective clients
Catalogue financial data using scanning technology for existing and new financial planning clients
Attend interactive design discussions with wealth preservation team
Obtain product knowledge from national experts in investment and insurance
Prepare and develop reports for high net worth clients as needed
Attend weekly Lincoln Financial Advisors/Sagemark Consulting University Master’s Series Program
Learn client database program and provide maintenance, integration of new CRM software
Other functions as assigned

Purpose

To provide learning opportunities for student leaders to gain practical organizational, financial, and technical experience in the field of full-scale, high net worth financial planning.

Curriculum

Financial Planning Support

Document Review
Morning Star

Recruiting

Mailing
Reporting

Compliance

Compliance regulations
SEC

Field Leadership

Marketing
Reports

Live Case Support

Morgan Stanley
AFBA

Requirements

Standing: Junior or Senior
Major: CFP, Finance or Accounting
GPA: 3.1 or higher
Time: At least 10 hours/week

Willingness to learn!!

Contact Information:

Trista Van Tine

858-550-2816

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Financial and Insurance Services Corp. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Sagemark Consulting, Ventura office, 31111 Agoura Rd. Suite 200, Westlake Village, CA 91361 (818) 540-6900. CRN:200801-2011930

Advantages of the Internship

I. Learning Opportunities

A. Training Programs

1. Innovative educational program provided through our highly regarded LFA/Sagemark University.

B. Lunch and Learn

1. Exposure to real-world financial products

2. Free lunch provided by local deli or pizza shop

C. LFA Planner

1. lfaplanner.com is a web-based program

2. Includes many financial planning programs

D. Financial Planners

1. Communication with planners around the office