Great place to work! - Recensione dipendente - Social Impact presso Equitable

-Opportunity for personal development at a Fortune 500 company -Excellent benefits -Collaborative Culture - everyone is willing to help anyone! You can learn more than you ever dreamed.

-Current Uncertainty - Merger in-flight is causing individual contributors to get antsy understanding future impacts -Transparency can be vague at time (even outside of a merger environment)

Supportive team environment and good exposure to the wealth management industry. Interns get to see how financial planning, client servicing, and portfolio reporting actually work in practice. I gained experience using tools like Broadridge, eMoney, and Salesforce while working with real client data and reporting workflows. The internship was also helpful for learning how advisors think about long term financial strategies for clients. Sponsors your FINRA and insurance License

Like many wealth management internships, some of the work can be administrative and repetitive. The learning experience depends a lot on which advisor or team you are assigned to. It would also be helpful if there were a more structured training program for interns at the beginning of the internship. The whole internship was acquiring your Life insurance license and your FINRA Series 7, 66, and the SIE. Just mostly studying at home or the office unpaid