Career

Intern-Financial Planning

Wellspring Consulting seeks two interns who want to be involved in financial planning and implementation, as well as the opportunities to learn all subject areas in the CFP program, which includes not only investment management, but also income tax planning, insurance (life, disability, LTC and health), estate and retirement planning. A major part of the job will support the implementation of recommendations from financial plans, including product evaluation, new account set-up, portfolio reporting, and account servicing. The interns will also help with marketing projects and their implementation.


Intern-Corporate Benefit

Wellspring consulting also seeks an intern who wants to learn finanical planning and specialize in corporate benefit. This is an extened financial planning internship. You will not only have opportunity to be involved in financial planning operation but also to work with financial advisor as well as TPA to design and implement qualify plans, select investment vehicles for the plans, and manage current corporate benefit accounts.

These are work-for-experience positions, but has the potential to become a paid para-planner position. Part-time, at least 15 hours per week during normal business hours, minimum commitment is 3 months.

Requirements: Strong organizational and inter-personal skills. Strong desires to learn and help others. Bi-lingual in English and Chinese is a plus.

Work Location: San Jose, CA

Send your resume to info@wellspringfg.com


Associate Advisor

Wellspring Consulting has openings for Associate Advisors who want to learn the financial planning business and build their own book of business. You will learn a broad array of solutions and services from all subject areas in the CFP program that will enable you provide one-stop service to all your clients’ financial needs on an independent platform.

Various training sessions on financial planning, investment solutions, client servicing, technology and practice management are provided on regular basis. In addition, you will learn how to work with different client cases under the guidance of senior advisors. You will be supported by the company operations staff and infrastructure. You will also benefit from the joint marketing events and communications to attract perspective clients. In a nutshell, you will have the freedom and independence to build your business while being supported by other advisors and support staff in a team environment.

Qualifications:

Self-motivated

Strong desire to learn and help others

Working toward CFP® designation

Send your resume to info@wellspringfg.com


Associate Financial Planner

Work with licensed financial planner to develop and implement financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans and real estate. Interview clients to determine client’s assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives; analyze client’s financial status and develop financial plans based on analysis of data, and discuss financial options with clients. Req. Master degree in Finance or Financial Planning. Send resume to: Wellspring Consulting, 2635 N. First St., Suite 201, San Jose, CA 95134

Qualifications:

Master degree in Finance or Financial Planning

Licenses of Life Insurance, Series 6 & 63 registrations

Self-motivated

Strong desire to learn and help others

Working toward CFP® designation

Send your resume to info@wellspringfg.com