Larkspur Wealth Management Internship Program

---

At Larkspur Wealth Management, we’re committed to nurturing the future of the financial services industry through our Internship Program. This program offers hands-on experience and valuable insights into the world of wealth management, legacy planning, and financial strategies, equipping young professionals with the tools they need to succeed. 

Our Internship Program provides interns with the opportunity to work alongside seasoned professionals in a dynamic, fast-paced environment. Participants will gain real-world experience in wealth management, financial planning, and legacy building, all while contributing to impactful client solutions. 

As an intern, you’ll be exposed to a variety of key financial concepts and strategies, including:

• Legacy Planning: Understand how life insurance and other financial tools can be used to create lasting legacies for clients and their families.
• Wealth Management: Learn the principles of managing client portfolios, asset allocation, and long-term financial strategies.
• Insurance Solutions: Gain in-depth knowledge of life insurance products such as term life, whole life, indexed universal life (IUL), and premium financing options.
• Charitable Giving Strategies: Explore the intersection of philanthropy and financial planning, and how clients can use their wealth to support the causes they care about.
• Client Relationship Management: Learn how to communicate effectively with clients, understand their needs, and provide tailored solutions to meet their financial goals.

Hands-On Experience: Interns will work on real projects, gaining exposure to various wealth management and legacy planning aspects.

Mentorship: You’ll be paired with a mentor who will guide your professional development, offering valuable insights and feedback throughout the program.

Workshops and Training: Participate in workshops led by industry experts on topics such as investment strategies, estate planning, and charitable giving.

Networking Opportunities: Through networking events, team collaborations, and group projects, you can build relationships with industry professionals and fellow interns.

Career Development: Gain critical skills that will enhance your resume and prepare you for a successful career in financial services.  Earn commissions while in the program, then build out your own agency with us or as an independent agency.

We are seeking driven, enthusiastic individuals who are passionate about making a difference in the financial services industry. Our ideal candidates will meet the following criteria:

• Ability to obtain Life and Health License
• Currently pursuing a degree in finance, economics, business, or a related field
• Strong interest in wealth management, financial planning, or insurance solutions
• Excellent communication and analytical skills
• Ability to work collaboratively in a team environment
• Eagerness to learn and take on new challenges

To apply for the Larkspur Wealth Management Internship Program, please submit the following:

• Resume: Highlight your academic achievements, extracurricular activities, and any relevant work experience.
• Cover Letter: Tell us why you’re interested in wealth management and how this internship will support your career goals.
• Transcript : Include a copy of your academic transcript to provide additional context for your qualifications.

Application Deadline: December 1, 2024
Program Start Date: January 5, 2025
Duration: 12 months

Innovative Approach: Be part of a forward-thinking company that is transforming how individuals build and protect their legacies.

Impactful Work: Contribute to meaningful projects that help clients secure their financial futures and support charitable causes.

Growth Opportunities: Our internship program offers a pathway to potential full-time positions within the company, based on performance and company needs.