I enjoyed the hands on experience of prospecting, obtaining, and maintaining clients of our own. The ability to handle many young adult and professionals personal financials was very interesting. While this was a challenge, ultimately it pushed us as interns out of our comfort zone and be an advisor to peoples personal financials including but not limited to (Insurance, investments, annuities, IRA's, and debt instruments).
What I wish was different
Advice
I would definitely advise people not to be afraid to ask for help. While this can be very challenging to gain the trust of different clients, always know that more seniored advisors can join you in meetings and aid you in the proper solutions to their financial issues.
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Financial Advisor Intern
January - August 2020 • Cleveland, OH
What I liked
I learned a lot of great information when it comes to making relationships with people and communicating there financial plans.
What I wish was different
I wish that I had the opportunity to go into office more in the beginning of my internship but due to COVID-19 it made the internship much more difficult.
Advice
You must enjoy calling a lot of people and be okay with getting turned down as well.
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College Financial Representative
May - September 2020 • Kansas City, MO
What I liked
The work environment and people were awesome to work with.
What I wish was different
I wish there was more critical thinking involved in the day to day.
Advice
The biggest part of this job was staying disciplined and showing up ready to work every day.
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College Financial Representative
May - August 2020 • Boca Raton, FL
What I liked
What I liked most about the internship was the learning experience. They teach you how to sell their financial services.
What I wish was different
I wish the company could provide good leads.
Advice
You have to be persistent and persuasive.
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Communications Intern
June 2020 • Milwaukee, WI
What I liked
I liked how hands off the management style
What I wish was different
I wish I had more tasks to work on during the day
Advice
Don't be afraid to ask for help
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College Financial Representative
May 2020 • San Francisco, CA
What I liked
Working in finance. I enjoyed being able to obtain an insurance license and be able to use it.
What I wish was different
Very hard to get clients, pay is subpar compared to other internships.
Advice
Get ready to call friends and family to get leads on selling insurance.
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Intern
June - September 2019 • Princeton, NJ
What I liked
Shadowing/learning from mentors
What I wish was different
Wish it wasn’t only commission based
Advice
Give it your all, it can be something you succeed at
