Awesome environment, the office is very welcoming and try to help you as much as possible.
What I wish was different
Personally, I wish I was a bit more connected in the area as I am originally from Orlando
Advice
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College Financial Representative
August 2019 • Tampa, FL
What I liked
Great experience and training. They paid for my licensing as well.
What I wish was different
I wish I had more time to allocate to this as I love the exposure and development.
Advice
Stay ahead of the game by being proactive, be enthusiastic about what you do and leverage veteran advisors as you build your clientele!
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College Financial Representative
May 2019 • Phoenix, AZ
What I liked
The internship gives hands on experience of the financial services industry. You get to test drive building your own financial planning practice and determine whether the field is right for you or not.
What I wish was different
More structure in the schedule.
Advice
Make the most of your experience. Give it your all or do not take this internship.
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College Financial Representative
June - August 2019 • Denver, CO
What I liked
I liked that this job was self driven, and the coaching and training system was impactful personally and professionally.
What I wish was different
Not much I would change about the internship besides adding more development meetings.
Advice
The most important thing is to throw yourself 110% at this, because what you put in is what you'll get out. No one can do it for you, but if you're self-driven there are hugely satisfying results.
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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.
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Financial Representative
March 2018 • Mechanicsburg, PA
What I liked
Its such a family oriented culture and I felt welcome as from the minute I came in for my first interview. They treat you like and apprentice instead of an intern.
What I wish was different
I wish I got involved with this company sooner, I don't have anything negative I could say about it.
Advice
Get involved as soon as you possibly can with the securities industry. As soon as you start the internship make it known to your managing director that you want to be in leadership in the company and they will take notice to that.
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Financial Representative
May - November 2019 • Greenville, SC
What I liked
Working with different financial advisors
What I wish was different
I wish I had been closer
Advice
You get out what you put into the experience
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College Financial Representative
May - December 2019 • Dallas, TX
What I liked
I liked the commission and fellow interns
What I wish was different
Nothing
Advice
Be ready to work hard and learn a lot.
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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
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
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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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 • 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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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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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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Finance Associate
April - September 2019 • Philadelphia, PA
What I liked
Great culture and people who were very helpful with any questions that came up throughout the summer.
What I wish was different
I would have liked more sales training to better prepare myself for a job in that industry.
Advice
Ask as many questions as you can and dive in 100%.
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College Financial Representative
June 2019 • Wall Township, NJ
What I liked
I love speaking with people and getting paid to do so. I loved learning about others’ goals personally, professionally, and financially. I also enjoyed that all the work was for myself and not for a boss.
What I wish was different
Advice
Be prepared to work, and only get paid for how much time you put in. Results are slow but powerful if you hang on.
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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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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
