Working at Foresters Financial Services I learned a lot about the financial services industry. Foresters gives you a real world experience and helps you understand different finance terminology and apply it to actual real world finance situations. An Intern at Foresters gets to work alongside other interns analyzing different investment case study scenarios. Interns here are happily tasked to learn and NOT used to scan papers, make phone calls, file, or retrieve coffee. A lot of positive and open dialogue between other interns, secretaries, advisors, and executives.
What I wish was different
Advice
If you are offered this internship opportunity with Foresters Financial, take advantage of the mentorship that is offered, and take down as much notes as possible. Make as many connections as possible with the other interns.
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Financial Services
June - August 2018 • Cheektowaga, NY
What I liked
It was nice actually working with the higher ups in the company.
What I wish was different
Working directly with clients could have been useful.
Advice
Some unpaid internships should still be considered. This is one of them.
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Financial services intern
June - August 2018 • Renton, WA
What I liked
A great educational internship learning about the financial advising world. Management was relateable and always there to answer questions.
What I wish was different
None
Advice
Don’t be afraid to ask questions!
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Financial Services Intern
June - August 2018 • Canonsburg, PA
What I liked
I learned a lot about the Financial Advising industry. Gathered a strong understanding of mutual funds, life insurance, and retirement planning.
What I wish was different
I just wish I got paid.
Advice
Do the internship if you have the time. I learned about a bunch of different topics that I did not learn in my classes. Overall it was a great experience.
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Private Wealth Management Intern
May - August 2018 • Lombard, IL
What I liked
I greatly enjoyed learning about how financial instruments can be used in practical portfolio construction. If was great to see the practice side of theoretical topics learned at the University.
What I wish was different
Advice
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Financial Representative Intern
June - July 2018 • New York City, NY
What I liked
The people in the branch; they were friendly, helpful, and relatable. The lessons on how to approach clients, explaining different products (life insurances, investments, retirement plans), in general just learning the different products, how to use their technology for financial planning- I definitely learned so much in 2 months. Being part of their corporate meetings was really informative as well!
What I wish was different
I wish the internship was longer and that we would go see how advisors handle a client one-on-one.
Advice
Definitely apply to this internship, the branch is great, you learn so much, and you are invited to their Yankee Games and BBQs.
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Private Wealth Management Intern
May - August 2018 • Boston, MA
What I liked
The atmosphere of the office was extremely positive and the people I worked with went out their way to help me grow.
What I wish was different
There is not really much I would have changed, over all is was a very good experience.
Advice
Definitely be open to new information and learning because you will learn a lot.
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Financial Advisor Intern
June - August 2018 • Detroit, MI
What I liked
It was unpaid but being one day a week it was cool. I liked that I was in the office, talking to employees and gaining a more business view of the financial industry. I learned way more than I could’ve in any classroom.
What I wish was different
Maybe some kind of event, like a trip to the headquarters, or a booze cruise, or sky diving.
Advice
Do not fear the unpaid internship just do ya research and make it work.
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finance
June - August 2018 • New York City, NY
What I liked
Very hands on and got to be part of the trainig program for new hires
What I wish was different
Pay
Advice
It is definitely worth the experience even though it is unpaid, the knowledge gained is priceless.
1
One person found this helpful
financial analyst
June - August 2018 • Phoenix, AZ
What I liked
Learned lots of practical information
What I wish was different
Paid
Advice
Get university credit for internships
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Financial Representative Intern
June - August 2018 • San Diego, CA
What I liked
I liked that we were assigned a mock client case to apply our new found knowledge of the Financial services sector. After completing the mock client project I felt that I really had the capability to provide reccommendations to help someone reach their financial goals. I also really liked that we were able to assist current Financial Represenattaives with their cases by adding suggestions, asking questions, and providing our own personal insight.
What I wish was different
I wish we had more real-world experience, speaking with real people about their goals and how they wish to reach them. It would have also been nice if we could have practiced meeting with clients (real or not real) in the office to really know what its like talking to someone about their money.
Advice
My advice would be to absorb every peice of informtaion one possibly can because there are a lot of moving parts that go into planning ones financial future. Take notes often and attempt to map our your own financial future as a way to help create reccommendations that would be helpful.
