I liked the hands on experience that I got from them
What I wish was different
I would have liked to meet more frequently
Advice
Be present and try to learn as much as possible!
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Finance Intern
June 2022 • San Diego, CA
What I liked
I loved the culture of the company and how much they care about their employees. The work I did was not the stereotypical "intern busy work". I got to do real tasks that helped the company, which was fulfilling and extremely educational. My knowledge of Excel has tripled since the start and I learned a lot about the opportunities of the broker dealer industry.
What I wish was different
I worked completely remote, but got to go in the office a few times. I wish was able to go in more to interact with others!
Advice
Even if it seems late in the game and the interview process seems long, it doesn't hurt to apply. I ended up getting my perfect internship during finals week. Show eagerness to learn and ask a lot of questions.
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Assistant Financial Advisor
March 2019 • Glen Allen, VA
What I liked
I love this company! They really value their employees and have the best leadership I have seen. The leadership in the office is inspirational, and I feel comfortable asking my higher ups for any assistance I need, from questions about work to life guidance. We all respect each other well, and I am excited to continue working with this company.
What I wish was different
I can't say that I wish anything different. Maybe a little less paperwork but it is the finance industry so.
Advice
Be confident and believe that everything happens for a reason. You will end up where you are meant to end up.
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Personal Financial Advisor Intern
June - August 2019 • Cheektowaga, NY
What I liked
I enjoyed the idea of helping people with their personal finances. I enjoyed learning about of the different methods and ways of doing so that are offered by the government, and private organizations throughout the country.
I also enjoyed the staff at Cetera, they were inviting and helpful, and were eager to teach and answer questions we had about their jobs
What I wish was different
That there were other ways to help people. Since the job is about finding your own clients, it discourages me from pursuing a career with them.
Advice
It was extremely helpful and applicable. Knowing about all of the methods and ways to help build personal wealth I know will help me in the years to come.
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Finance Intern
June - August 2019 • Westbury, NY
What I liked
The people, environment and the everyday work load.
What I wish was different
Nothing, it was a great experience.
Advice
Continue to strive for what you love to do and find that passion that drives you to work everyday.
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Financial Advisor Intern
June - August 2019 • Iselin, NJ
What I liked
Fellow interns
What I wish was different
More structure
Advice
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Internal Audit Intern
December 2019 • San Diego, CA
What I liked
The culture, people, job, setup, location, benefits
What I wish was different
Nothing so far
Advice
Be persistent about what job you want, keep following up
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Financial Advisor Intern
June - August 2019 • Beaverton, OR
What I liked
o It has been my greatest work experience regarding my coursework and future career interest. Not only did I gain valuable knowledge regarding holistic planning and wealth management, but also the importance of the relationship side of financial planning.
o Experiences in holistic planning and wealth management (mostly through mutual funds). The internship informed me of the licensing required to be a CFP and has set me up well to pursue those licensees (series 7, series 66, Oregon life and health).
What I wish was different
The internship was 10 weeks long and only on Fridays. I wish the internship was more than one day per week because that would just be even more case studies you run through.
Advice
Good internship to learn about basic investments, holistic planning, life insurance and work through actual case studies. This would be an excellent internship to possibly paid with another.
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Finance Intern
June - August 2019 • Buffalo, NY
What I liked
Rather than completing administrative work, like many internships, we learned in a classroom setting about the field of finance.
What I wish was different
It would have been interesting to be able to shadow one of the advisors for a few hours.
Advice
Take Notes!
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One person found this helpful
Financial Advisor Intern
June - August 2019 • Buffalo, NY
What I liked
Learning about client to advisor relations and how to use positive language in order to retain clients. As well as, the in’s and outs of personal finance.
What I wish was different
I wish we had mock advisor to client meetings.
Advice
Do this internship if you’re interested in FIN 350.
