Finance
Click on the company name for more details about the Job Shadow
NF Wealth Management
San Jose
10 am - 2 pm
Students will watch Financial Advisor’s assistants average day (phones, forms, trades, etc.)
Financial Advisor’s average day (preparing for reviews, presenting reviews, research, etc.)
Branch Manager’s average day (compliance review)
Market update (or a relevant issue) conference call
Trivium Corporate Solutions
Santa Clara
10 am - 2 pm
Students will observe how the work force handles Accounting, Finance, and HR issues. They will get to interact with professionals in the above fields.
Wells Fargo Advisors
E. Palo Alto
San Jose
10 am - 2 pm
Students will watch Financial Advisor’s assistants average day (phones, forms, trades, etc.)
Financial Advisor’s average day (preparing for reviews, presenting reviews, research, etc.)
Branch Manager’s average day (compliance review)
Market update (or a relevant issue) conference call
Trivium Corporate Solutions
Santa Clara
10 am - 2 pm
Students will observe how the work force handles Accounting, Finance, and HR issues. They will get to interact with professionals in the above fields.
Wells Fargo Advisors
E. Palo Alto