FAQs
Is this internship eligible for relocation assistance?
No, this internship is not eligible for relocation assistance, and local candidates are preferred.
What is the duration of the internship?
The internship runs from May through mid-August of Summer 2025.
Are international students eligible for this internship?
No, this internship is not eligible for employment visa sponsorship, including H-1B visa sponsorship.
What kind of tasks will the intern be involved in?
The intern will assist in reporting, research, education duties, developing strategic sales plans, analyzing processes, and relationship building with clients.
What academic qualifications are required for this internship?
Candidates must be pursuing a bachelor’s degree in Business, Accounting, Finance, Economics, or a related field.
Is knowledge of the Securities Industry Essential (SIE) exam required for the intern position?
While it is not required, knowledge or experience with the Securities Industry Essential (SIE) exam, Life and Health Insurance exam, or Certified Financial Planner (CFP) studies is preferred.
What skills are important for a candidate applying for this internship?
Candidates should have advanced knowledge of Microsoft Office, experience in data analysis, good organizational and time management skills, and the ability to work independently or as part of a team.
Will the intern have opportunities to attend meetings?
Yes, the intern will regularly attend sales meetings as part of their internship responsibilities.
Is experience with Salesforce necessary for this role?
A basic knowledge of Salesforce is helpful, but not required for this position.
What personal attributes are sought in candidates for this internship?
We are looking for confident, professional, outgoing, career-motivated self-starters who are passionate about learning and working with various individuals and business segments.