https://www.cetera.com/careers

Cetera Financial Group, Inc.

Assistant Financial Advisor

March 2019 • Glen Allen, VA

What I liked

I love this company! They really value their employees and have the best leadership I have seen. The leadership in the office is inspirational, and I feel comfortable asking my higher ups for any assistance I need, from questions about work to life guidance. We all respect each other well, and I am excited to continue working with this company.

What I wish was different

I can't say that I wish anything different. Maybe a little less paperwork but it is the finance industry so.

Advice

Be confident and believe that everything happens for a reason. You will end up where you are meant to end up.
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Personal Financial Advisor Intern

June - August 2019 • Cheektowaga, NY

What I liked

I enjoyed the idea of helping people with their personal finances. I enjoyed learning about of the different methods and ways of doing so that are offered by the government, and private organizations throughout the country. I also enjoyed the staff at Cetera, they were inviting and helpful, and were eager to teach and answer questions we had about their jobs

What I wish was different

That there were other ways to help people. Since the job is about finding your own clients, it discourages me from pursuing a career with them.

Advice

It was extremely helpful and applicable. Knowing about all of the methods and ways to help build personal wealth I know will help me in the years to come.
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Financial Services Intern

June - August 2019 • San Diego, CA

What I liked

I liked the hands on experience that I got from them

What I wish was different

I would have liked to meet more frequently

Advice

Be present and try to learn as much as possible!
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Finance Intern

June - August 2019 • Westbury, NY

What I liked

The people, environment and the everyday work load.

What I wish was different

Nothing, it was a great experience.

Advice

Continue to strive for what you love to do and find that passion that drives you to work everyday.
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Financial Advisor Intern

June - August 2019 • Iselin, NJ

What I liked

Fellow interns

What I wish was different

More structure

Advice

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Internal Audit Intern

December 2019 • San Diego, CA

What I liked

The culture, people, job, setup, location, benefits

What I wish was different

Nothing so far

Advice

Be persistent about what job you want, keep following up
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Financial Advisor Intern

June - August 2019 • Beaverton, OR

What I liked

o It has been my greatest work experience regarding my coursework and future career interest. Not only did I gain valuable knowledge regarding holistic planning and wealth management, but also the importance of the relationship side of financial planning. o Experiences in holistic planning and wealth management (mostly through mutual funds). The internship informed me of the licensing required to be a CFP and has set me up well to pursue those licensees (series 7, series 66, Oregon life and health).

What I wish was different

The internship was 10 weeks long and only on Fridays. I wish the internship was more than one day per week because that would just be even more case studies you run through.

Advice

Good internship to learn about basic investments, holistic planning, life insurance and work through actual case studies. This would be an excellent internship to possibly paid with another.
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Finance Intern

June - August 2019 • Buffalo, NY

What I liked

Rather than completing administrative work, like many internships, we learned in a classroom setting about the field of finance.

What I wish was different

It would have been interesting to be able to shadow one of the advisors for a few hours.

Advice

Take Notes!
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Financial Advisor Intern

June - August 2019 • Buffalo, NY

What I liked

Learning about client to advisor relations and how to use positive language in order to retain clients. As well as, the in’s and outs of personal finance.

What I wish was different

I wish we had mock advisor to client meetings.

Advice

Do this internship if you’re interested in FIN 350.
1 person found this helpful