The team was very knowledgeable and welcoming. I felt as if I had the opportunity to learn from industry experts, and had a lot of resources at my disposal.
What I wish was different
There was never an option for a return offer from the very start, I wish that was communicated more clearly.
Advice
Go into it with a desire to learn. It’s an experience that is all about what you make it. If you are curious about the industry you have a plethora of opportunities to gain experience.
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Private Wealth Management Intern
June - July 2019 • Chicago, IL
What I liked
Great team and learning experience in friendly environment.
What I wish was different
Would’ve enjoyed working on different teams to get a sense of different types of wealth management.
Advice
Ask a lot of questions and be receptive to feedback.
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Risk Management Intern
July - October 2018 • New York City, NY
What I liked
Friendly work environment, Wonderful Manager, Co-Operative team members, Balanced work life and Opportunities to grow in a progressive environment
What I wish was different
I wish I had more opportunity to work in a various team project
Advice
Be pro active and put yourself out there everyday.
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Client Service Rep
January - August 2019 • Inglewood, CA
What I liked
The connections I made with my clients
What I wish was different
The unfair treatment I received from my coworkers
Advice
Nothing
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Software Engineering Intern
June - August 2019 • Charlotte, NC
What I liked
Great managers, teams, program directions, co-workers
What I wish was different
more guidance on housing
Advice
Great internship, very good pay, very meaningful work
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Software Engineering Intern
June - August 2019 • New York City, NY
What I liked
I liked that I was given a real project where my code was pushed to production at the end of the summer.
What I wish was different
I wish we had the time to work on multiple projects.
Advice
Do not be afraid of not knowing how to do every part of your job. I did not know python but since I knew java I was able to build the project.
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Bank Teller
August 2018 • Wichita, KS
What I liked
What I wish was different
Advice
Having prior banking experience was very helpful to be successful in this role.
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Private Wealth Management Intern
June - August 2019 • Charlotte, NC
What I liked
Working with Managing Directors and VPs
What I wish was different
More networking events with fellow interns
Advice
Always ask questions and ask to get involved on projects
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Accounting Clerk
April 2019 • Arlington, TX
What I liked
Working for a great company with an outstanding reputation.
What I wish was different
Advice
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Project Manager
May - September 2019 • Boston, MA
What I liked
Being introduce to a corporate environment.
What I wish was different
I wish I had a longer contract with them.
Advice
Make sure to volunteer to do as much work as possible if its a contract job so you can get as much out of it as possible.
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Global Wealth & Investment Management Intern
June - August 2018 • Houston, TX
What I liked
The knowledge gained, the connections made, and the experience earned.
What I wish was different
I wish I'd been given more substantial, fitting work.
Advice
Keep your head up and tackle whatever they give you with ambition.
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Seasonal Client Associate
June - August 2018 • Mount Laurel Township, NJ
What I liked
Office, people, job
What I wish was different
More experience and diverse roles
Advice
Make meaningful connections , they are the ones that get you jobs.
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Finance Intern
May - August 2019 • Grosse Pointe, MI
What I liked
I really enjoyed the people on the team that I worked with, everyone was kind and helpful and I felt welcomed on the team. I also liked working with advisors and learning about what they do and different aspects of investing like how to write options.
What I wish was different
I wish I could have started earlier and had more meaningful work at the beginning, but overall I loved working here.
Advice
Be outgoing and talk to as many people as possible, it’s always good to go and ask if anyone needs help because they may be able to teach you something and help you out.
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Financial Advisor Intern
June - August 2019 • Washington, DC
What I liked
I enjoyed the large number of resources that were available to me to educate myself on the finance industry and the world economy.
What I wish was different
Advice
Talk to as many people as possible and always be open t connect with new people and explore things you are not familiar with.
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Private Wealth Management Intern
May 2019 • New York City, NY
What I liked
I liked being able to learn and contribute. Finding a balance of actively expanding my knowledge in the finance world, while working and not feeling like dead weight for my team.
What I wish was different
Advice
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Wealth Management Intern
June - August 2019 • New York City, NY
What I liked
learning about finance, feeling important
What I wish was different
role had more purpose
Advice
wealth management is a sales job
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Advisor Development Program Intern
June - August 2019 • Traverse City, MI
What I liked
I liked the daily interaction with client associates, administrators, and financial advisors.
What I wish was different
More hands-on experience with investment portfolios.
Advice
Always try to look for an internship! This experience gave mean idea of what an entry-level role will look like.
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Financial Advisor Development Summer Analyst Program
June - August 2019 • Providence, RI
What I liked
I enjoyed working directly on a team of successful advisors day in and day out learning how to build and grow a book of business.
What I wish was different
Advice
Do not get stuck doing busy work, ask from day one how you can be helpful to the team and try to learn as much as possible.
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Private Wealth Management Intern
May - August 2019 • Greenwich, CT
What I liked
I was able to do much networking during my experience.
What I wish was different
Nothing. It was beyond anything I could want from a sophomore summer internship.
