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Coghlan Financial Group

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Intern - Intern Coghlan Financial Group Employee Review

5.0
17 July 2013
Recommend
CEO approval
Business outlook

Pros

Really open and friendly upper management. Have daily meetings with Graydon, the financial advisor here, to discuss any questions/concerns we have for the day. The job is pretty straightforward. Call prospective clients and get them in for a consult. Salary is great for an entry level job. Great for networking and getting your foot in the door if you want to be a financial advisor. Very professional and friendly work staff as well. Lots of bonus opportunities if you can get a high net worth client in, so hard work definitely doesn't go unnoticed!

Cons

They want you to work a 20hr/week minimum schedule. Kind of hard to manage if you're a full time student. I'd recommend easing back on classes if you want to work here.

Explore other reviews about Coghlan Financial Group

5.0
23 Sept 2024
Recommend
CEO approval
Business outlook

Pros

Company culture here is very welcoming and helpful. I was able to learn a lot about wealth management and financial services a whole through the higher-ups and events they have.

Cons

None really, pretty perfect place to intern at while in college.

5.0
21 Sept 2024
Recommend
CEO approval
Business outlook

Pros

Will build you sales wise

Cons

None, not a high level position but good for what it is

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