Wells Fargo Advisors, Financial Strategies Group
| Sponsor's Title: |
Associate Vice President |
| Degree Information: |
UCB, BA/BS in American Studies, 2006 |
| Organization: |
Wells Fargo Advisors, Financial Strategies Group |
| Organization Website: |
fa.wellsfargoadvisors.com/jason-sherr/ |
| Location: |
Irvine, CA |
| Externship Date: |
Any day between Jan. 6th and 17th |
| Length of Externship: |
1 day(s) |
| Open or Closed: |
Filled |
| Externship Career Field(s): |
Architecture, Planning & Environmental Design; Arts & Entertainment; Business; Communications; Education; Engineering & Computer Science; Environment; Government; Health & Medicine; International; Law & Public Policy; Nonprofit; Sciences-Biological & Physical |
Externship Details:
Organization Description:
We have a process that helps affluent clients preserve their wealth and transition it to the next generation. We call it the Wealth Legacy Process.
We help individuals and their families with financial planning and strategy which includes retirement planning and wealth management.
https://fa.wellsfargoadvisors.com/jason-sherr/
Sponsor's Responsibilities:
Client services, reviewing client portfolios, reviewing client insurance plans, and acquiring new clients.
Extern's Proposed Duties:
The extern will shadow me and observe everything I am doing. I will answer all of his/her questions and talk about our client onboarding and client services process.
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This externship last updated 1/3/2020
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This page last updated 7/30/2015
