About Us

Internship in Finance

Choosing a company to partner with to continue your success is an important decision. With so many companies to choose from, you want to make sure you’ve aligned yourself with a company that is well respected amongst its peers and has a long history of success and global presence and power. Equitable is part of the global Equitable Group – a worldwide leader in financial protection and wealth management, offering products and services in its core business lines of life insurance, annuity, asset management, property and casualty insurance, as well as international insurance.

Experienced Sales Force ("ESF") Internship Description:

Interns will be offered the opportunity to learn about the Financial Services Industry from the expertise of a Financial Professional who specializes in Wealth Management, Financial Protection, and Estate Planning. ESF Interns will have the opportunity to participate in a variety of activities:

  • Learning how to prepare for meetings with clients and prospective clients;
  •  Learning the importance of, and how to prepare, presentations to clients and prospective clients;
  •  Learning how to research client portfolios and the importance of such research in the role of a Financial Professional;
  •  Attending all in-house training regarding issues relevant to the industry, including compliance rules and regulations and product training;
  • Observing interviewing and Sales Techniques to learn effective interviewing and sales presentation skills.

ESF Interns will be provided with the following training which will enhance their learning experience:

  • Leverage a combination of 'self-paced', virtual, and branch training in the following categories:
  •  Selling Skills
  •  Market Development
  •  Product Knowledge
  •  Practice Management
  •  Participate in training sessions regarding issues relevant to the industry at the branch

ESF Internship Requirements:

  •  Rising undergraduate college juniors
  •  Open to all majors, however a business background is preferred
  •  Work fulltime during the summer and minimum 10 hours per week during academic school year
  •  Actively involved in local community and exhibits leadership skills (e.g. fraternity/ sorority involvement, sports teams, community service, campus clubs, associations, etc.)
  •  Candidates must be driven, have entrepreneurial spirit and be results oriented
  •  Strong oral and written communication skills
  •  Proficient computer skills, Microsoft Office applications and the Internet
  • Ability to work independently and as part of a team



Equitable Advisors (NY, NY, 212-317-4600) member FINRA, SIPC is an equal opportunity employer M/F/D/V

California Insurance License #: 0F00296

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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