Description:
Our Representative Shadow Internship is a 13-week program designed to teach students valuable business skills, while simultaneously allowing them to explore the possibilities of a career in the financial services industry. Representative Shadow Interns work closely with a licensed representative, observing how that representative interacts with clients and grows his or her business. In this capacity, you will learn how a representative organizes and updates client information, prepares investment proposals, executes retirement and college needs analysis, and prepares correspondence. Interns will also assist representatives in carrying our various administrative tasks integral to their duties.
Minimum Requirements:
Juniors or Seniors preferred, Sophomores will be considered