An injection of young, ambitious, diverse talent can give your firm a real shot of vitality and set your firm up for sustained success in the future. Many firms use internship programs to build an intentional talent pipeline that creates opportunities for young financial pros, as well as opportunities for our industry to improve how we mirror the diverse fabric of 21st century society. On today’s Barron's Advisor podcast, I talk to Chloé A. Moore, CFP® and Tracy Hutton, CPA about how BLX is finding and preparing aspiring Black and Latinx talent for internship roles and how Mariner Wealth Advisors structures its intern program to foster the next generation of advisors. Chloé, Tracy, and I discuss: ➡️ How BLX creates its cohorts of interns and connects them to firms like Mariner that want to diversify their talent pools. ➡️ The potential benefits of internships for advisory firms. ➡️ Typical roles and responsibilities that interns may assume during their time at a firm. ➡️ BLX’s success rate for interns receiving full-time job offers. ➡️ Targeting career changers as a block of emerging talent for financial services. ➡️ Training interns and young advisors on soft skills, not just money management. ➡️ Using internships to test potential culture fit and other intangibles. ➡️ Chloé and Tracy’s advice for firms that are thinking about starting a new internship program, and for interns and young advisors looking to land a job. ➡️ Skillsets that Chloé and Tracy believe advisors and firms will need to prioritize in the future. https://lnkd.in/dCDYdtbs
Steve Sanduski, CFP®’s Post
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GIC Industry Partner Awards: Finalist Spotlight This week, we’re continuing to spotlight the finalists of our 2024 Industry Partner Award, as we get closer to announcing the winners at our June 19-21 Global Internship Conference in London! 🌍 Lafayette Real Estate: Shaping Global Financial and Real Estate Leaders 🌍 Lafayette Real Estate stands out as a finalist in Outstanding Commitment to Student Development for transforming interns into future leaders. Their program offers more than just experience; it provides a comprehensive immersion into real estate markets, empowering interns with unmatched insights and real-world skills. Eytan Rozenblum, the nominator, shares in their nomination: “Lafayette provided me with insightful training with dedicated time from employees at all levels (from analysts to executives). During initial training, this helped me to quickly grasp the requirements for day-to-day operations and understand the company's long-run strategy and positioning within its market. Then, the mentorship provided by Lafayette allowed me to continuously grow and correct course to ensure that I got the most out of the experience. This took the form of regular 1-on-1s with analysts, associates, and leadership team members, including the CEO who regularly took time to ensure my training went well. This exposure has allowed me to develop my business acumen and bolster my strategic understanding of the real estate asset management industry.” See how they're crafting the next top financiers at the Global Internship Conference in London this June. Check Lafayette’s initiatives at https://lafayette-re.com/ and register for the Global Internship Conference https://lnkd.in/eKY5Kbw7 #GlobalFinance #FutureLeaders #CIEE #GICLondon2024 #internships #internationalinternships #globalexperientiallearning #futureofwork #globaltalent #globalmobility #earlycareer #workforcedevelopment #internationaleducation #intled #workintegratedlearning
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GIC Industry Partner Awards: Finalist Spotlight This week, we’re continuing to spotlight the finalists of our 2024 Industry Partner Award, as we get closer to announcing the winners at our June 19-21 Global Internship Conference in London! 🌍 Lafayette Real Estate: Shaping Global Financial and Real Estate Leaders 🌍 Lafayette Real Estate stands out as a finalist in Outstanding Commitment to Student Development for transforming interns into future leaders. Their program offers more than just experience; it provides a comprehensive immersion into real estate markets, empowering interns with unmatched insights and real-world skills. Eytan Rozenblum, the nominator, shares in their nomination: “Lafayette provided me with insightful training with dedicated time from employees at all levels (from analysts to executives). During initial training, this helped me to quickly grasp the requirements for day-to-day operations and understand the company's long-run strategy and positioning within its market. Then, the mentorship provided by Lafayette allowed me to continuously grow and correct course to ensure that I got the most out of the experience. This took the form of regular 1-on-1s with analysts, associates, and leadership team members, including the CEO who regularly took time to ensure my training went well. This exposure has allowed me to develop my business acumen and bolster my strategic understanding of the real estate asset management industry.” See how they're crafting the next top financiers at the Global Internship Conference in London this June. Check Lafayette’s initiatives at https://lafayette-re.com/ and register for the Global Internship Conference https://lnkd.in/eKY5Kbw7 #GlobalFinance #FutureLeaders #CIEE #GICLondon2024 #internships #internationalinternships #globalexperientiallearning #futureofwork #globaltalent #globalmobility #earlycareer #workforcedevelopment #internationaleducation #intled #workintegratedlearning
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Dive into the latest BLX case study spotlighting J.D. Bruce, former president of Abacus Wealth Partners. J.D. highlights the significance of diversity in financial planning, aiming to make the industry more inclusive. Discover his strategic roadmap for offering enriching internship experiences that embrace diverse perspectives. #BLX #DiversityInFinance #Internship #Diversityinaction #thewayforward #financialplanning #dei #casestudy
BLX Case Study | BLX Internship
blxinternship.org
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Talent Acquisition (Lateral Hires) | Investment Banking | Private Equity | Corporate Development | Training & Development
Securing a return offer after an internship is often seen as the golden ticket to a successful career. This guide is dedicated to those who find themselves facing the challenging "no-offer" situation.
Navigating the No Return Offer: Insights from a Former Head of Campus Recruiting at a Bulge Bracket | Prospect Rock Partners Summer Internships
prospectrockpartners.com
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Securing a return offer after an internship is often seen as the golden ticket to a successful career. This guide is dedicated to those who find themselves facing the challenging "no-offer" situation. https://lnkd.in/g-Zj5Gqe
Navigating the No Return Offer: Insights from a Former Head of Campus Recruiting at a Bulge Bracket | Prospect Rock Partners Summer Internships
prospectrockpartners.com
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Experienced Training Operations Manager | Driving Innovation in Online Learning | Passionate About Helping Others
As part of my continued efforts to foster growth and development, I am proud to be collaborating with the Talent Acquisition Team at May Institute to prepare for our Intern Training Weeks. This summer, we are hosting 40 interns in various roles within the organization. With my experience in training and managing interns, I know that Intern Training Week is more than just onboarding. It's a great opportunity for these interns to start building their professional network and gain valuable career insights that will benefit them throughout their internship and beyond. Here are some key points for all interns to keep in mind: - Network, Network, Network! Attend company events, use social media, and seek mentorship. Connect with professionals in your field, join relevant groups, and participate in meaningful discussions. - Engage in conversations and build connections with peers and colleagues. These relationships can lead to mentorships and collaborations that can last a lifetime. - Be proactive in offering your help and expertise. Don't hesitate to demonstrate your value to colleagues and management. - After your internship ends, stay connected with your colleagues and mentors. These connections can open doors to future opportunities and collaborations. Good luck to our future interns, we are excited to have you!
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I've interviewed over 10 students so far for AAG's 2024 summer internship program. Here are some common questions and concerns asked during our interview: 1. I do not have any experience in finance, will I be considered? - Yes! We have seminars and study sessions to accelerate your learning. 2. What will I be learning during the internship? - Main areas are: 1. Career options in the Financial Industry, 2. Financial Management (Wealth Management, Risk Management, Financial Portfolio Design), 3. Principles of Entrepreneurship 3. I'm not sure if Financial Advisory is a fit for me - Not an issue! This internship is an opportunity for you to find out if this is right for you - with no obligations! Take your time to research, talk to our managers and directors, and reflect on your interests and strengths. If you decide this is not for you, we hope you have learnt more about yourself and had a good time! Still considering your options for summer internships this year? DM me for more info!
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Today was the first day for our 2024 Summer Interns! We are excited to have this extraordinary group with us over the next 10 weeks as we watch them grow professionally and take the steps towards accomplishing their career goals. Welcome 2024 Interns! #SSP #Interns #SummerInternship #ProfessionalDevelopment #CareerGoals #SterlingSeacrestPritchard
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One way to break into investment banking is by securing a summer internship during your junior year. 🚨 This is crucial because around 90% of full-time offers go to this group. The problem is, you have less time than you think. 🤯 For example, recruitment for 2027 grads (2026 summer internships) kicks off next semester (Fall 2024). So, you really have to start your networking now. 📲 Aim for at least 4 calls per week until Fall 2024. This will give you an edge when recruiting begins. 📥 If you need guidance, DM us your email and we'll get you on the WSO Academy waitlist. #investmentbanking #wallstreet #financecareers
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Director @ Advisors Alliance Group | Helping working professionals to retire early with financial planning | 3x MDRT
I've interviewed 16 students so far for AAG's 2024 summer internship program. Here are some common questions and concerns asked during our interview: 1. I do not have any experience in finance, will I be considered? - Yes! We have seminars and study sessions to accelerate your learning. 2. What will I be learning during the internship? - Main areas are: 1. Career options in the Financial Industry, 2. Financial Management (Wealth Management, Risk Management, Financial Portfolio Design), 3. Principles of Entrepreneurship 3. I'm not sure if Financial Advisory is a fit for me - Not an issue! This internship is an opportunity for you to find out if this is right for you - with no obligations! Take your time to research, talk to our managers and directors, and reflect on your interests and strengths. If you decide this is not for you, we hope you have learnt more about yourself and had a good time! Still considering your options for summer internships this year? DM me for more info!
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We help financial advisory businesses systematize, scale, and sell their practices | Automated Referral Software | 200+ Practices Represented in Acquisitions | Hired, Trained, and Led 5,000+ Financial Advisors
5moHi Steve. Been a long time! Thx for your post - talent is everything as we both know. Building organizational competency to attract, select, train and retain young talent is more critical than ever. Do you think that has gotten easier or harder for organizations to do given environmental challenges like social media, etc?