Internship Opportunities
What Our Internship Entails
Our internship program is structured to give interns a well-rounded experience that includes:
- Marketing Experience: Gain hands-on insight into financial marketing strategies and client and community outreach.
- Event Planning: Assist with client events, learning how we build meaningful relationships with CJFS clientele and prospects.
- Advisor Shadowing: Observe and learn from Craig Ferrantino as he works with real clients.
- Building a Book of Business: Understand the foundational strategies for building and maintaining a client base.
- Public Speaking: Improve your communication skills by participating in presentations and meetings.
- SIE and Series 7 Sponsorship Potential: Interns who successfully pass the SIE may be considered for Series 7 sponsorship.
- Licensing Support: Receive guidance and possible assistance with obtaining insurance licenses, such as life and disability.
Who Should Apply : Our internship is ideal for students majoring in finance, business, marketing, or related fields, as well as individuals interested in a career in financial advising. We look for motivated, professional, and curious individuals eager to learn and grow.
Application Process
To apply for our internship program, please submit the following:
- Resume
- Cover letter outlining your interest in CJFS
- Availability (summer, semester, or year-round)
Email your application to jenna@craigjamesfinancial.com
with the subject line: Internship Application – [Your Name].
Meet Our Interns
We proudly recognize the contributions of our past and current interns. Their dedication, professionalism, and enthusiasm have brought fresh and young energy to the CJFS team.
- Alejandro Casas – SUNY Oneonta ‘27
- Alex Almahmoud – University of Wisconsin-Madison ‘27
- Emma Davis – Bentley University ‘27
- Ines Barrios – University of Michigan ‘26
- Noah Sorensen – Long Island University ‘26
- EthanHerschander –Binghamton University ‘25
- DanielaSantoiemma–Cornell University ‘25
- RaimondBongiorno –Marist College ‘25
- CooperTarter –Pomona College ‘24
- CoadySumwalt –University at Albany ‘24
- XavierDevore –University at Albany ‘23
- PhilipAlmodovar –Sacred Heart University ‘20
- DanyalRahman –Vassar College ‘20
- NoahSorensen –Long Island University ‘26
Our Process
How to Work with Craig James Financial Services
Craig James Financial Services, LLC helps to offer independent, individualized, objective, financial advice targeted to your unique needs.
Our Process
Step 1
Initial Consultation
To begin, we will schedule an initial consultation (in-person, virtual, or over the phone) that will give us both an opportunity to make sure your needs match our expertise and services.
Step 2
Gather Information
After your first meeting, there may be “homework” or more information that we need for you to properly review and offer individualized advice. We will send you a recap email outlining additional documents we may need, a cash flow sheet, and a summary of the goals we uncovered from our initial meeting. We are here to help YOU reach YOUR financial and retirement goals, so communication is key to ensuring we are on the same page.
Step 3
Financial Analysis and Planning
The team at Craig James Financial Services will review all of your financial information and develop actionable recommendations to help you achieve your financial goals. You work hard to earn and save your money, so it may take a few meetings to ensure we are doing all we can to meet your goals. We want to be thorough.
Step 4
Plan Presentation and Implementation
We will set up a meeting to discuss our recommendations, and our team will be able to answer any additional questions you may have. Once we have aligned on your financial and retirement goals, the team at Craig James Financial Services will begin to implement our recommendations.
Step 5
Keep In Touch
Now that the process is underway, your financial advisors will meet with you every 6 months or more to review and update your financial plan and investments. We hope to catch you at one of our many Client Appreciation Events.