Steven Schenk
Business Development Associate & Financial Advisor In-Training | MBA Candidate at Florida Atlantic University
- Role
- Business Development Associate & Financial Advisor In-training at Fine Wealth Management
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Steven Schenk
Food & Beverage Management Intern | MBA Student | Passionate About Wealth…
Experience
Business Development Associate & Financial Advisor In-training
Aug 2025 — Present · Boca Raton, FL, US
As a Business Development Associate and Financial Advisor In-Training at Fine Wealth Management, I support the firm’s growth by assisting with initiatives to attract and retain clients, enhance business processes, and strengthen brand visibility. My responsibilities include conducting research, participating in business development projects, and collaborating with senior advisors to improve client engagement strategies.This role also provides hands-on training under an experienced financial advisor, allowing me to develop technical knowledge, client relationship skills, and industry expertise. By contributing to the firm’s expansion efforts while preparing to manage my own clients in the future, I am building a strong foundation in both business development and wealth management advisory services.
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