Personal Financial Solutions Intern
Core
Intern program for rising seniors to learn direct-to-consumer finance basics, client relationships, and operational functions through training and projects.
Role type
Undergraduate intern in personal financial solutions
Builds
Client experience support and business initiatives
Domain
Financial services / Asset management
Deliverable
product features
Required skills
Communication, collaboration, problem-solving, initiative, client focus
Preferred skills
Finance or business degree, sales interest, financial markets knowledge, leadership experience, internship experience
Technologies
None stated
Responsibilities
Complete formal training program, prepare for and take the Securities Industry Essentials (SIE) Exam, engage with business partners for networking, contribute to projects improving client experience, deliver presentations to peers and leaders
Seniority
Undergraduate intern (rising senior)
