2025 INTERNSHIP PROGRAM 

Locations: King of Prussia, PA

Here at Fortivus Wealth Group, we have the mentorship and resources you need to jump-start your career!

A paid internship at Fortivus gives you valuable, real-world work experience to prepare you for a full-time career with us. You will be recognized and rewarded for your hard work both financially and through development opportunities. Extensive training, real-world experience, hands-on opportunities, and mentorship from professionals will all aid in broadening your business acumen and/or technical expertise. We have opportunities in risk management operations, investment operations, and as a Financial Representative intern. You will have the opportunity to build your confidence, develop a professional network, and change people’s lives by helping them achieve financial freedom.

Risk Management Operations Internship Description:

• Support the Financial Advisor in various activities of the sales cycle for non-securities products.
• Shadow in the completion of insurance applications.
• Shadow in arranging medical, paramedical, and any exams necessary for underwriting.
• Monitor Life, Disability, and Long-Term Care applications throughout the underwriting process.
• Track Policy Delivery Requirements and Deliveries.

Wealth Management (Investment) Operations Internship Description:

• Assist in preparing account opening paperwork.
• Assist in creating proposals.
• Shadow advisor with interactions with clients.
• Learn how the markets work.
• Learn all the various investment vehicles out there.

Planning Associate Internship Description:

• Build and deepen your knowledge and skill set by maintaining an in-depth understanding of financial planning, investments, and tax planning.
• Gather and analyze financial information, including income, expenses, assets, and liabilities, to assist in the development of comprehensive financial plans.
• Assess clients' current financial situations and future needs to develop customized strategies for achieving their goals.

Financial Representative Internship Description:

• Start building the foundation in finance, insurance, and sales that will help you deliver excellent financial security to your clients.
• Acquire Life and Accident license in the state of PA (company sponsored).
• Help you master our personalized planning process to provide financial solutions tailored to each client’s needs over his or her lifetime.
• This opportunity is primarily commission based but also includes a weekly stipend and bonuses.
• Participate in ongoing training as assigned, including role playing exercises to develop communication skills, language mastery and sales knowledge.
• Track daily activity including dialing, meetings kept, and introductions.
• Build and maintain own book of business through high activity, including prospecting.

Are you a fit for this Internship?

• Full-time student: Juniors and Seniors preferred.
• Excellent time management skills.
• Interest in comprehensive financial planning.
• 20 hours a week–June, July, and August. Additional hours may be available throughout the year.