Summer Associate Program
A Stepping Stone to your Future Career
Certified Financial Services (CFS), a people-first firm with over 40
years of experience, is seeking motivated and entrepreneurial
individuals and recent graduates for a hands-on industry
experience.
This opportunity is designed to introduce participants to the
financial services profession while developing the skills, confidence
and professional network needed to succeed in the industry.
The Opportunity
This experiential program provides exposure
to the financial services profession through
mentorship, professional training and realworld observation.
What You'll Experience
Client Meeting Observation
- Gain insight into how financial professionals work with individuals and families to discuss financial goals and strategies.
Skills Development & Role-Play
- Participate in training sessions focused on communication, financial concepts and professional growth.
Marketing & Networking Events
- Attend team events and learn how professionals build meaningful relationships within their communities.
Business Development Exposure
- Learn the fundamentals of client acquisition and how successful advisors grow their practices.
Professional Platform Training
- Become familiar with tools and systems used within the financial services industry.
Are you a fit?
Great Careers start with great people. Could that be you?
We look for individuals who are
- Recent College Graduates
- Career Changers
- Driven & Motivated Individuals
- Entrepreneurial and interested in
building a professional career - Self-motivated and coachable, with a
willingness to learn - Strong communicators who thrive in a
team-focused environment - Driven to grow professionally and
develop long-term skills
Program Requirements
- Commitment to active participation
throughout the program - Interest in pursuing a career within
financial services - Personal laptop capable of running
professional software