Overall Intern Rating
4.7 of 5 stars (473 Ratings)

Rating Breakdown

5 Stars (398)
4 Stars (67)
3 Stars (6)
2 Stars (2)
1 Star (0)
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Displaying 11-20 of 473 Intern Reviews

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Building a financial planning business by providing financial security for clients

5.0 of 5 stars

Milwaukee, WI | 2015 | VERIFIED INTERN

Uppers

freedom in work schedule, great training, great culture

Downers

calling new clients

Advice to Potential Interns

hit it hard, work your normal 8 hours a day like you would in a normal job, the first years are so important to a fast start and will pay huge dividends in the future

Advice to Management

nothing

Sample Interview Questions

where do you see yourself in 3 years?

Would You Recommend

Yes

Best thing that has ever happened to me

5.0 of 5 stars

Boston, MA | 2015 | VERIFIED INTERN

Uppers

coaching/mentorship/accountability/income during college

Downers

nothing, everything is great

Advice to Potential Interns

hold true to the system and always ask for help

Advice to Management

keep doing what you're doing

Sample Interview Questions

when have you been a leader ?

Would You Recommend

Yes

Amazing

5.0 of 5 stars

Virginia Beach, VA | 2015 | VERIFIED INTERN

Uppers

Everything

Downers

Nothing

Advice to Potential Interns

Work hard

Would You Recommend

Yes

build an financial planning business

5.0 of 5 stars

Los Angeles, CA | 2015 | VERIFIED INTERN

Uppers

learning how to meet with clients and do planning

Downers

was hard to build a business in college when all your friends are in college

Advice to Potential Interns

work super hard

Advice to Management

more help with building business once they graduate

Sample Interview Questions

what is your network like?
are you entrepreneurial

Would You Recommend

Yes

This internship is about real life experience as an advisor

4.8 of 5 stars

Tallahassee, FL | 2015 | VERIFIED INTERN

Uppers

learning how to prospect and dealing with rejection

Downers

dialing the phone

Advice to Potential Interns

If you think you would like to be in business for yourself one day- this internship is for you.

Advice to Management

A clear pathway to full time. As well as a day to day plan for interns

Would You Recommend

Yes

Fun, production based internship that sets you up for success with the company.

5.0 of 5 stars

Little Rock, AR | 2015 | VERIFIED INTERN

Uppers

Gaining sales skills, meeting new people, good compensation for your hard work.

Downers

Phone calling.

Advice to Potential Interns

Must be able to talk to people, set meetings, and want to be in the insurance business.

Would You Recommend

Yes

Serious impact with serious opportunity

5.0 of 5 stars

Salt Lake City, UT | 2015 | VERIFIED INTERN

Uppers

Because the pay was commission based I was able to work and focus on working with individuals that would bring me the desired income potential. The freedom to work with who I want to is great.

Downers

I had to learn to tolerate rejection.

Advice to Potential Interns

This is a great opportunity to really discover how individuals, families, and businesses manage financial lives. It is very eye-opening to see what the reality is for most of the population. IT is very rewarding to be able to help people achieve real financial security.

Advice to Management

Continue to provide opportunities to grow and develop in specific specialties.

Sample Interview Questions

What is something that you have done in your life that really was difficult? How did that turn out for you?

Would You Recommend

Yes

An opportunity to enrich lives, impact communities and build legacies.

5.0 of 5 stars

Hartford, CT | 2015 | VERIFIED INTERN

Uppers

The fact that I had fun while doing it. I did more than create financial plans for people, we did many other things as well. I went skiing and zip lining for the first time. Both experiences I would've never imagined getting anywhere else.

Downers

The fact that not as many people care about their financial future as I expected.

Advice to Potential Interns

It is difficult to start but 100% worth it. The opportunities you'll create for yourself as remarkable.

Advice to Management

We can certainly do better on diversity and inclusion, we are heavily lacking.

Sample Interview Questions

Do you consider yourself an entrepreneur?

Would You Recommend

Yes

Make Money while Helping People Financially

4.9 of 5 stars

Philadelphia, PA | 2015 | VERIFIED INTERN

Uppers

Learned a lot on how to handle my finances, learned how to dress appropriately, and develop good relationships with coworkers and clients

Downers

It is difficult to sell but anyone can do it if they work hard

Advice to Potential Interns

Have to be outgoing and cannot be shy

Advice to Management

More promotion

Sample Interview Questions

Where do you see yourself in 5 years, 10 years, 20 years?
How much do you want to make this year, in 5 years, in 10 years?

Would You Recommend

Yes

I was able to test out a career as a Financial Representative.

4.9 of 5 stars

Grand Rapids, MI | 2015 | VERIFIED INTERN

Uppers

Learning, independence, potential compensation, and the unrestricted access to incredible financial planning resources.

Downers

Very few cons, one would be that throughout the internship we are constantly told and shown how successful people are doing this. This can sometimes lead interns to set unrealistic expectations. It is harder work than sometimes it is made out to be.

Advice to Potential Interns

Advice to potential interns would be to set realistic goals and work hard. It will pay off.

Advice to Management

We have had a top internship here for a while now, and it is still continuing to improve. Retention would be something to focus on more.

Sample Interview Questions

I honestly don't remember many of them. A few however included questions about passion, motivation, and goals.

Would You Recommend

Yes


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