Associate Program Application | Wealth Strategies

Basic Details

Name

Address (During Internship)

City, State, Zip

Cell Phone

Email

College/University Attending

Date of Graduation

Major

Minor

GPA

Are you requesting credits for this internship?

If yes, how many?

Questionnaire

1. Have you attended any of our externship/program events?

If yes, how many?

What resonated with you throughout the process?

2. Do you have any concerns about becoming an associate with us?

If yes, please explain:

3. Do you currently hold any licenses? (e.g. Life & Health, SIE, Series 6, 7, 63, 65, 66)

If yes, please list:

4. Are you able to commute to one of our offices as needed for the internship?

Preferred location:

5. Do you plan to reside in the state where you attend college after graduation?

6. Do you have access to a computer with Zoom capabilities for online learning portions of this internship?

7. Are you eligible to work in the United States?

8. Do you need sponsorship to work in the United States?

Personal Statement

Please introduce yourself and share why you’re interested in interning with Wealth Strategies. This is your chance to tell us about your background, your goals, and what excites you about joining our team.

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