Wells Fargo Advisors, Private Client Group
| Sponsor's Title: |
Senior Vice President- Investments |
| Degree Information: |
UCB, BA/BS in Architecture, 1992 |
| Organization: |
Wells Fargo Advisors, Private Client Group |
| Organization Website: |
www.jasonsherr.wfadv.com/ |
| Location: |
Reno, NV |
| Externship Date: |
1 day |
| Length of Externship: |
1 day(s) |
| Open or Closed: |
Filled |
| Externship Career Field(s): |
Business |
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.
Sponsor's Responsibilities:
Client services, reviewing client portfolios, reviewing client insurance plans, and reaching out to prospects.
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 process.
|
This externship last updated 1/3/2020
Students - Login to Apply
Back to Externships List
Back to Externship Program Home
This page last updated 7/30/2015
