I liked working around like minded people who are determined to be successful in a financial work environment.
What I wish was different
Advice
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College Financial Representative
June - September 2019 • Syracuse, NY
What I liked
The lessons I learned
What I wish was different
Advice
It is a great learning experience
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Communications Intern
March 2019 • Milwaukee, WI
What I liked
The location, pay and work environment are great.
What I wish was different
Not much it really is a great place to work.
Advice
It's never too early to start applying and reaching out.
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College Financial Representative
May 2018 - December 2019 • Utica, NY
What I liked
Amazing work environment, everyone is so helpful
What I wish was different
Better structure and more stuff explained to you
Advice
Open a Roth and insure yourself as soon as possible
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Financial Representative
May - December 2019 • Pittsford, NY
What I liked
The community was extremely supportive. People wanted to see you succeed, and were willing to help you do that. There were lots of younger members on the team who I formed lasting relationships with.
What I wish was different
I wish some things would have been a little more clear in regards to the final portion of the internship, certain things felt a bit unclear or as if they had changed.
Advice
Overall is was a great experience and I learned an incredible amount. It has benefited me in my classes and it gave me a real inside look at how things work in the financial advising world.
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Marketing Analyst
June - August 2019 • Milwaukee, WI
What I liked
The atmosphere of the job they were really nice people
What I wish was different
If I worked longer
Advice
It was a great opportunity and I think everyone should do an internship once in their life
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Financial Representative
May - December 2019 • Wilmington, NC
What I liked
Ability to do the same work as a senior financial advisor and build my own business.
What I wish was different
I wish I would have overcame my hurdles earlier in my tenure at NWM when dialing on the phone.
Advice
Awesome internship with the ability to run your own business and make your own career from day 1. Be ready to learn and you’ll do great.
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College Financial Representative
May 2019 • Westport, CT
What I liked
The ability to run my own financial practice while I am still a student. It allows me a significant competitive advantage.
What I wish was different
I hate to be bland, but nothing at all. I truly love what I do. I wish I started entering junior year!
Advice
To stay determined and see the end game. Many interns quit because they do not see immediate results. It’s a very tough profession with a high turnover rate, but very worth he grind.
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College Financial Representative
May - August 2019 • Deerfield, IL
What I liked
Hands-on role throws you into the position of a financial advisor. Lots of mentoring and training.
What I wish was different
More leadership from mentors on a day-to-day basis.
Advice
Network a lot before the internship, it will set you apart from the other interns and give you a head start.
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College Financial Representative
May 2019 • Janesville, WI
What I liked
Amazing experience , lots of knowledge, great presentation/sales techniques. Marketing/network focused
What I wish was different
I wish they required more of us. Success was self driven
Advice
Its an amazing on the job training and building your own business.
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Financial Representative
March 2018 - November 2019 • Milwaukee, WI
What I liked
I loved the environment, the people, and the work. I liked working with clients on a personal level.
What I wish was different
My schedule. I wish I could’ve made things work to turn my position into a full time career but due to personal reasons it wasn’t able to work.
Advice
This position takes a lot of effort but is well worth it. I was within the top 100 interns across the nation in only 3 months, and the most important thing I learned is how to balance work, school and family.
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College Financial Representative
February - December 2019 • Woburn, MA
What I liked
It was a very hands on experience and I really learned a lot about retirement planning that is important information to know, whether you are planning a career in personal finance or not. As interns, we were really able to get a great idea of what the career would be like should it be something we choose to pursue.
What I wish was different
More availability from the senior advisors for help / guidance, although we understood it was hard because they all had full schedules as well.
Advice
If you want to get the most out of the opportunity, plan on giving it your all during the summer. If you don't really throw yourself into the role of a financial advisor you can miss out on great learning experiences and may not get a good idea of the full potential of this career path.
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Financial Representative Intern
May 2019 • New Orleans, LA
What I liked
I liked being able to do the same job that the full time representatives. I was able to contact clients and discuss financial planning with them, and have meetings alongside the financial representatives.
What I wish was different
I wish there had been more resources to find new clients. We were on our own to find clients which was often times difficult.
Advice
The more effort you put into the internship the more you get out of it.
