I was able to assist the financial advisors with the organization of their books of business. I worked directly with clientele regarding the status of their accounts and information to make sure everything was accurate and up to date. I made my own schedule and worked alongside the full time employees where I learned all the processes and procedures.
What I wish was different
I wish I was able to assist the advisors with more investment related work. In the coming months, I'll be involved with the analysis and offering my investment insight to advisors for individual clients.
Advice
Multitasking and follow-up are the most important aspects of working in a professional environment. You can never ask too many questions. Don't double check, triple check.
Be the first to mark this as helpful
Seasonal Clients
February - June 2018 • Princeton, NJ
What I liked
What I wish was different
Advice
Great learning experience for anyone interested in wealth management. Interns work directly with a wealth management team and gain immense knowledge.
Be the first to mark this as helpful
Financial Advisor Intern
May - July 2018 • McKinney, TX
What I liked
This position was very team oriented and was a good foundation to connect classwork with real experiences.
What I wish was different
I wish that there had been a more set schedule of projects and duties.
Advice
If you are at all interested in the financial services industry this internship is a great opportunity to experience the career.
Be the first to mark this as helpful
Seasonal Client Associate
May 2019 • Burlington, MA
What I liked
It was a very nice environment and everyone was willing to help others so it was easier to learn how the business worked and how the applications are used. You could walk into any professionals office and they would talk to you and answer any questions that you had. The manager would bring lunch for the office a lot if we exceeded the expected number of households per month.
What I wish was different
The biggest issue was commuting to work. It was about an hour and some change to get to work due to terrible traffic in the morning. In the office there wasn't much that I can really complain about. I am still working with them and I am very happy with what I am doing and what I will continue to do. It is hard work but I am surviving and working hard.
Advice
Really one of the biggest takeaways that I got from the internship that others thinking of going into internships should think about is improving your public speaking skills and making yourself comfortable with the audience. Understanding the audience is the most important takeaway. I have many more takeaways and advice that I would be willing to share with students thinking about interning, especially with ML.
Be the first to mark this as helpful
Financial Analyst
July 2019 • Chandler, AZ
What I liked
I love having the opportunity to learn about the finance world.
What I wish was different
More detailed training regarding how the markers work
Advice
To take every day as a new learning opportunity and talk to as many people within the enterprise as you can.
Be the first to mark this as helpful
Sales Intern
July - October 2019 • Cleveland, OH
What I liked
Great experience to learn the sales process.
What I wish was different
I wish I could have made commission.
Advice
Stay persistent and you will see results.
Be the first to mark this as helpful
Private Wealth Management Intern
March 2019 • Bellevue, WA
What I liked
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.
Be the first to mark this as helpful
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.
Be the first to mark this as helpful
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.
Be the first to mark this as helpful
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
Be the first to mark this as helpful
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
Be the first to mark this as helpful
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.
Be the first to mark this as helpful
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.
Be the first to mark this as helpful
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
Be the first to mark this as helpful
Accounting Clerk
April 2019 • Arlington, TX
What I liked
Working for a great company with an outstanding reputation.
What I wish was different
Advice
Be the first to mark this as helpful
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.
Be the first to mark this as helpful
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.
Be the first to mark this as helpful
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.
Be the first to mark this as helpful
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.
Be the first to mark this as helpful
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.
