Citi Smith Barney

Written by JDevery LOG IN TO PRIVATE MESSAGE March 04, 2009 Hits: 856 Favorites

6.8 (1)

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OVERALL RATING:		6.8
Co-worker's friendliness:		7.0
Co-worker's helpfulness:		7.0
Learning experience:		8.0
Involvement in important projects/tasks:		7.0
Compensation:		5.0
Facilities/Perks:		7.0

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Position/Program	Financial Advisor Assistant
City	Paramus
State	NEW JERSEY
Time you interned	Spring
Year	2009
Compensation	$8.00
Recieved College Credit?	Yes
Hours per week	11-20

How did you hear about/get it?	Through my school's resource center
Daily tasks	Helped in expanding my financial adviors' business by recruiting prospective clients to attend seminars/workshops. Mostly made 'cold-calls' through a lead list that was handed down to me from my manager. Also took part in contructing powerpoint presentations and seminar preparation.
Best part of the job?	Listening in on financial advisor's calls to get an idea of what goes on behind the scenes between a broker and a client.
Worst part of the Job?	Making countless 'cold-calls' to people that couldn't be bothered to receive your call.
Additional Comments/Advice to others	If you are looking to get in on the financial advisory business than an internship like this is a must. However, if you don't like making tons of phone calls where there is a 1% chance of the person listening to what you have to say than stay away from something like this.

OVERALL RATING:		6.8
Co-worker's friendliness:		7.0
Co-worker's helpfulness:		7.0
Learning experience:		8.0
Involvement in important projects/tasks:		7.0
Compensation:		5.0
Facilities/Perks:		7.0

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Reviewed by JDevery
March 04, 2009

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