3.0
4 Dec 2012
Anonymous employee
Current employee, more than 1 year
San Diego, CA
Recommend
CEO approval
Business outlook
Pros
Face time is the best tool to utilize here. Here interns get ample opportunity to interact with established and seasoned financial professionals, especially with higher level advisors such as senior VPs and the CEO There is also a good amount of hands on experience in the service side of the financial industry such as seminars and other events in which interns are able to meet both clients and potential clients. Finally the people who work here are great. The employees at the company work well together at all levels which creates a stimulating and cohesive work environment and comraderie.
Cons
It can get monotonous because the majority of the work done here by interns is on the phone, though the hours are manageable.