AssetMark

Sales Intern

June - August 2023 • Phoenix, AZ

What I liked

My summer internship with AssetMark was encouraging, rewarding, and inspiring. I am so grateful for the opportunity to have been a sales coordinator intern. I appreciate my growth both professionally and personally. It allowed me to enhance my knowledge in the financial industry, working with Salesforce and the portfolio management platform. It also provided me with an environment with a fantastic culture and supportive team. I look forward to utilizing the skills I have gained this summer in my final year at the University of Arizona!

What I wish was different

This internship is something I wouldn't change.

Advice

One piece of advice I would give to someone looking for experience or a job in the financial industry is to do an internship in the industry. It provided me with so many opportunities to learn in-depth about the business processes, the financial industry sector, and really why the company holds so much value for a financial advisor.

Be the first to mark this as helpful

Trade Operations Intern

June - August 2020 • Concord, CA

What I liked

I enjoyed my teams ability to communicate effectively while having a sense of rapport. I also liked learning from professional traders.

What I wish was different

I wish it could have been an in person internship instead of virtual.

Advice

Don't be afraid to reach out to your managers and co-workers. They are always willing to help out and show you the ropes.

Be the first to mark this as helpful

Finance intern

June - August 2018 • Concord, CA

What I liked

Very supportive and encouraged enhancement of business knowledge

What I wish was different

I would not have changed anything

Advice

You’re job is not limited to your department. In order to get the most out of your experience, one should explore all opportunities within the firm.

Be the first to mark this as helpful

Related Employers

National Securities

7 Hanover Square New York, NY 10004 • Investment / Portfolio Management

Optiver

130 E Randolph St, Chicago, IL 60601, USA • Investment / Portfolio Management

Integra Financial Advisory Corp

8 S Michigan Ave, Chicago, IL 60603, USA • Investment / Portfolio Management

Edward Jones Investments

12555 Manchester Road, St. Louis, Missouri 63131, United States • Investment / Portfolio Management

Morningstar, Inc.

22 W Washington St, Chicago, IL, United States • Investment / Portfolio Management

Equitable Advisors

1290 Ave of the Americas, Manhattan, New York City, New York 10104, United States • Investment / Portfolio Management

Raymond James Financial

880 Carillon Parkway St. Petersburg, FL 33716 • Investment / Portfolio Management

Northern Trust

50 S La Salle St, Chicago, IL 60603, USA • Investment / Portfolio Management

Prudential Advisors

751 Broad Street, Newark, New Jersey 07104, United States • Investment / Portfolio Management

Foresters Financial Services, Inc.

Raritan Plaza I, 8th Floor Edison, NJ 08837-3620 • Investment / Portfolio Management