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College Financial Representative Intern Jobs in Rochester, NY

EPISCOPAL CHURCH HOME

Human Resources Intern

Rochester, NY · On-site

$14.75 - $19.75/hr

This includes medical and treatment records, financial and human resources information. Perform all other duties as assigned. Compensation - College Credit Why Intern at Episcopal Seniorlife ...

CVS Health

Pharmacy Intern

Brockport, NY

$20 - $23.75/hr

Accepted into or actively enrolled in an ACPE accredited college or school of pharmacy Required ... physical, emotional, and financial wellbeing of colleagues. Depending on hours worked and ...

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All JobsCollege Financial Representative Intern JobsCollege Financial Representative Intern Jobs in Rochester, NY

College Financial Representative Intern information

What are the key skills and qualifications needed to thrive as a college financial representative intern, and why are they important?

To thrive as a College Financial Representative Intern, you need a solid grasp of financial concepts, strong analytical abilities, and enrollment in a related degree program such as finance, business, or economics. Familiarity with financial planning software, CRM platforms, and Microsoft Office Suite is often expected, and relevant certifications like FINRA SIE can be advantageous. Excellent communication skills, professionalism, and a strong work ethic help interns build trust with clients and collaborate effectively with team members. These skills are vital for accurately assessing clients' needs, providing sound financial guidance, and developing a foundation for a successful career in financial services.

What is the difference between College Financial Representative Intern vs College Financial Advisor?

AspectCollege Financial Representative InternCollege Financial Advisor
CredentialsTypically pursuing or have completed relevant coursework; no certification requiredOften holds certifications like CFP or Series 7
Work EnvironmentInternship setting, often part-time, in financial services firms or banksFull-time, client-facing role in financial planning firms or banks
Employer & IndustryFinancial services companies, banks, or investment firmsFinancial planning firms, banks, or wealth management companies
Search & Comparison IntentUnderstanding entry-level internship roles in financeSeeking professional financial planning careers

The College Financial Representative Intern role is an entry-level internship focused on gaining experience in financial services, often without requiring certifications. In contrast, a College Financial Advisor is a full-time professional providing personalized financial advice, often holding industry certifications. The internship offers a stepping stone into the industry, while the advisor role involves direct client interaction and advanced credentials.

What types of projects and responsibilities can a college financial representative intern expect during their internship?

As a College Financial Representative Intern, you can expect to engage in a variety of hands-on projects, such as assisting with client financial plans, conducting market research, and supporting senior representatives in preparing presentations. Interns often participate in client meetings, shadow experienced advisors, and complete training modules on financial products and compliance. The role typically involves both independent work and collaboration with a team, providing valuable exposure to real-world finance operations and client relationship management. This experience is designed to build foundational skills for a future career in financial services.

What does a college financial representative intern do?

A College Financial Representative Intern typically works with a financial services firm to learn about the financial planning industry while still in school. Their responsibilities often include meeting with clients under supervision, learning about insurance and investment products, and assisting with client account management and prospecting new clients. Interns receive comprehensive training and are mentored by experienced financial professionals. This role helps students develop valuable skills in sales, communication, and financial analysis, preparing them for a potential full-time career in financial services after graduation.
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College Financial Representative Intern jobs near you

Accounting Office Intern

MONROE COMMUNITY COLLEGE ASSN INC

Rochester, NY

$0.01/hr

Internship

Posted 23 days ago

Job description

Position Title:                                 Accounting Office EOP Intern

Employment Status:                  Student Intern (SUNY EOP Internship)

Department:                                  Business Office

Supervisor:                                     Finance Manager
 

Position Summary

This internship provides hands-on experience in accounting processes, financial recordkeeping, administrative support, and business operations. The internship is structured to meet SUNY Educational Opportunity Program (EOP) experiential learning requirements, integrating supervised work experience with defined learning outcomes.

Time Commitment & Hour Requirements

- Weekly Hours: 10–15 hours per week

- Total Hours: Approximately 150–180 hours per semester (aligned with SUNY EOP and academic credit expectations)

- Work schedule determined in coordination with supervisor

Responsibilities

Assist with data entry and maintenance of financial records

Support accounts payable and accounts receivable processes

Help prepare spreadsheets, reports, and financial summaries

Maintain confidentiality of financial and company information

Assist with payroll-related administrative tasks as assigned

Support month-end and year-end accounting activities

Perform general administrative and clerical duties

Qualifications

Current EOP student with an accounting or business major

Strong interpersonal and communication skills

Strong attention to detail

Ability to work both independently and collaboratively

Ability to maintain confidentiality of sensitive financial information

Learning Outcomes (SUNY EOP Aligned)

1. Professional Communication: Demonstrate effective written and verbal communication in a business environment.

2. Workplace Readiness: Apply time management, reliability, and organizational skills to complete assigned responsibilities.

3. Technical Accounting Skills: Develop proficiency in accounting systems, spreadsheet use, and financial reporting processes.

4. Ethical Practice & Confidentiality: Demonstrate understanding of confidentiality and ethical handling of financial data.

5. Critical Thinking: Apply problem-solving skills to support reconciliation, reporting, and administrative processes.

6. Customer Service: Interact professionally with internal stakeholders and support service-oriented office functions.

7. Career Exploration: Reflect on career interests in accounting, finance, and business operations.

Supervision & Evaluation

The intern will receive ongoing supervision and mentoring from the Finance Manager or designee.

A mid-semester and final evaluation will assess progress toward learning outcomes.

The intern may complete a reflection or summary of learning in alignment with EOP requirements.

EOP Student 

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