Expert in Streamlined Processes Across Multiple Business Lines | Teamwork-Oriented Professional - werkgeversreview Manager bij Equitable

3,0
5 mei 2025
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

This company allows people to thrive in their remote atmospheres. A lot of people are rewarded for their hard work, but too many are overlooked, especially for too many years.

Minpunten

It's left upon the people closest to the work to really keep the enthusiasm up amongst the team members. SLT doesn't often know what's going on at the lowest level. Choices are made that affect people at the very bottom and those are the people who must rally together and keep each other going.

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5,0
1 jun 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

Office is really nice and quiet.

Minpunten

Don't really have any right now.

3,0
4 mrt 2026
Aanbevelen
Goedkeuring directeur
Zakelijk vooruitzicht

Pluspunten

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

Minpunten

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

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