I like that I work in a franchisee where the relationships are personal and I am not just a number trying to climb the corporate ladder.
What I wish was different
I wish that I have opportunities to meet other peers or professionals in my field. I am the only one of my kind in my office (the only intern).
Advice
The platforms you will be introduced to at Ameriprise can be very intricate and asks for many hours of practice. The virtual training videos/SOPs provided by them are more overwhelming than helpful, so it's best to ask a person when you need a specific task done.
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Digital Marketing Intern
July 2019 • Cedar Knolls, NJ
What I liked
It give me an experience I was looking for to determine my future career.
What I wish was different
I wish I had more experiences like these to compare and contrast my different internships and I also wanted more internships to put on my resume.
Advice
Try anything and everything because you never know what you’re going to like and it could change your life.
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Intern
May - August 2019 • Rochester, NY
What I liked
I liked the work I was doing which was helping to prepare client portfolios for meetings. My boss was also a great women mentor for me.
What I wish was different
Advice
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Financial Planning Intern
June 2019 • Florham Park, NJ
What I liked
The attention I received and lessons I learned were extremely valuable and helped to create the foundation for my career path
What I wish was different
I wish I could have worked more hours and been given more tasks. However, I believe most internships have this issue.
Advice
Internships are incredible learning opportunities, get as many as you can before you graduate.
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Account Executive Intern (Financial Services)
July - August 2019 • Norwell, MA
What I liked
What I wish was different
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Advice
u.
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Options Trader
June 2019 • Hartford, CT
What I liked
Learning how to properly facilitate a transaction.
What I wish was different
I wish I had been able to learn a higher quantity of algorithmic methods of options trading.
Advice
Do not be afraid to ask questions. There is no better way to begin to understand exactly what you want to know.
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Personal Financial Planner Intern
April - August 2019 • Richmond, VA
What I liked
I really enjoyed getting to know the clients and learning the different techniques used by my employer.
What I wish was different
I wish I had gone into the internship knowing more about who I was going to be working for and working with.
Advice
One piece of advice when being interviewed is to ask questions about the corporate culture of the company and about the style of work ethic that is preferred.
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Financial Advisor Intern
May - September 2019 • Byron Center, MI
What I liked
I liked the actual experience of what it is like being a Financial Advisor, rather than just learning about it in the classroom.
What I wish was different
I wish I was able to do more of the Financial Advising work, but most of it you need to be licensed. So, everything I did was as close to being licensed as possible.
Advice
I would like to share that there is tons of marketing and market trend analysis involved in a Financial Advisor role.
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Finance Intern
May 2019 • Harrisonburg, VA
What I liked
Learned about both the front and back office operation of a private wealth advisory firm right here in the area.
What I wish was different
Nothing! I’m still working here part time during the school year and am continuing to learn everyday.
Advice
Get out there and network. Connections are everything, and if you’re personable, interviews and jobs will come.
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Client Service Coordinator
May - August 2019 • Las Vegas, NV
What I liked
They treated us like the full time employees, paid for me to get Series 7 certified. They also fed us on many occasions and had fun activities for us to do.
What I wish was different
Some of the workshops were kind of boring but I have no actual complaints.
Advice
Study hard for the Series 7 exam. Getting it elsewhere is going to cost you a lot more time and money. Also, have fun on the job because it’s a learning experience.
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Private Wealth Management Intern
May - August 2019 • Columbus, OH
What I liked
It was a small office with only 8 employees so I had a good amount of responsibility. The culture was, for the most part, fun and stress-free. I had a few side projects which were very interesting too.
What I wish was different
It was a freshman year internship so I knew it was going to be like this but the work became somewhat monotonous as the summer went on. I wish the work had been a little more varying, challenging, and high paced.
Advice
Just work hard but have fun while doing it. They work itself isn't that challenging, so getting it done well and quickly are the main keys.
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Finance Intern
June - August 2018 • Edina, MN
What I liked
The exposure to the industry.
Networking
Learning about the finance world
What I wish was different
Wish I would have known more going into it
Advice
Internships are great experience that any business student can benefit from
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General Intern
July - August 2018 • Modesto, CA
What I liked
I liked that I gained a lot of real world experience, something I could never gain from within the classroom. I experienced how a financial advisory firm operates, sit in with clients, and got to know the programs.
What I wish was different
I wish I could have had more time there. I was only in the US for a little over a month this summer.
Advice
Try to form connections with as many people as you can. The larger your network, the larger is your range of opportunities.
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Client Service Coordination Intern
May - August 2018 • Minneapolis, MN
What I liked
the company is very forward thinking and progressive, always concerned about what's next in the industry. My colleagues were exceptional.
What I wish was different
The pay should have been more competitive, and I wish I had gained more useful skills than what I learned on the job.
Advice
Excellent way to get your foot in the door as a financial advisor in training.
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Financial Planning Intern
June 2018 • Golden Valley, MN
What I liked
Small business like. Hands in all aspects of the job. Made great impact.
What I wish was different
More financial analysis and money.
Advice
Don’t be upset learning you don’t want to do something.
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Trading Intern
May - August 2018 • Minneapolis, MN
What I liked
I loved the team atmosphere. Everyone in the company was willing to meet with you. I meet with 2 VPs who are direct reports to the CEO. I learned alot about the investment world. I built out a very strong network.
What I wish was different
I wish that I was more focus during the some of the Executive leadership presentations. I also learned that you need to be at the same level energy as your boss. My boss was very calm and laid back and my exuberance sometimes threw her off.
Advice
Network, network, network! Email everyone and anyone! Then make sure you follow up with them after.
