Cleveland 2018 Spring Internship Program

Intern Cleveland, Ohio


Description

Foresters Financial Services offers a competitive and selective academic internship program that is leadership-lead. Our Foresters Financial Internship Program is designed for the student who has an interest in financial services, but has not yet decided on a specific career path. This program is set up as an apprenticeship. The training involved teaches basic business skills the apprentice can use to build a career. The apprenticeship introduces Interns to the important role that financial services representatives play in the lives of their clients. Within this 8 to 10-week program there are three components:

  1. Representative Shadow

This program teaches students valuable business skills, while simultaneously letting them explore the possibilities of a career in the financial services industry. The Representative Shadow portion allows interns to work closely with a licensed representative, observing how that representative interacts with clients and grows his or her business. In this capacity, the apprentice will learn how a representative organizes and updates client information, prepares investment proposals, executes retirement and college needs analyses, and drafts correspondence.

  1. Curriculum Studies

In addition to the Representative Shadow, there is an extensive curriculum that covers many topics which are pertinent to the financial services industry. For example, our managers will cover Asset Allocation Strategies, Mutual Funds, Retirement Plans, and Business Planning, among other subjects relevant to students with an interest in the financial services industry. This portion of the apprenticeship is a very beneficial teaching and learning opportunity, and will include topics that are oftentimes not covered in college courses.

III. Case Study Training

Interns also have the opportunity to attend case study meetings. Apprentices will work as a team to break down actual client cases and generate recommendations that benefit the prospective client's financial situation. In doing so, interns will learn about the products offered by Foresters Financial, as well as the skills needed to become successful in the financial services industry.

The Foresters Financial Internship Program provides a thorough inside look into how we approach the world of personal finance. Upon completion of the internship and graduation from college, some of our interns may be offered the opportunity to become full-time financial advisors.