http://www.invictuswm.com

Invictus Wealth Management of Wells Fargo Financial Network

Private Wealth Management Intern

April 2019 • Fort Lauderdale, FL

What I liked

Get to deal more with clients and participate in the entire process on in boarding and client upkeep

What I wish was different

There was more analytical skills involved. It’s most of the same after a couple months in. There should be more systematic processes in place for remedial tasks.

Advice

You get to learn a lot about the client and you should get involved in most client calls as possible
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Financial Services Intern

May 2019 • Doylestown, PA

What I liked

What I wish was different

Advice

Apply early and often to internships. Keep an eye on when postings are put up and make sure you don't miss deadlines.
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