SECTION 1 — Personal & Academic Information

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1. Full Name (Required.)

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2. University & Major (Required.)

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3. Expected Graduation Date (Required.)

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4. List relevant upper-level coursework you have completed. (Required.)

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5. List any academic honors, leadership roles, or finance-related organizations. (Required.)

SECTION 2 — Professional Experience

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6. Describe your prior internships or work experience. Include company name, role, dates, responsibilities, and skills gained. (Required.)

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7. Describe one professional or academic accomplishment you are most proud of and why. (Required.)

SECTION 3 — Interest in Wealth Management & Stonebridge FG

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8. Why are you interested in wealth management instead of other finance career tracks? (Required.)

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9. What do you know about Stonebridge Financial Group, and what attracted you to our firm? (Required.)

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10. Describe your long-term career goals in financial services. (Required.)

SECTION 4 — Technical & Analytical Skills

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11. Rate your proficiency in the following: (Required.)

  Beginner Intermediate Advanced
Microsoft Excel
Financial analysis or valuation
Data research tools (e.g., Morningstar/Bloomberg)
AI Programs (copilot, ChatGPT)
Microsoft Word
Microsoft Powerpoint
Adobe PDF

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12. Scenario: A new client nearing retirement is anxious about market volatility. Explain how you would prepare background information for the lead advisor (data you would gather, metrics you’d review, etc.). (Required.)

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13. Explain the difference between a traditional IRA and a Roth IRA in your own words. (Required.)

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14. What does the fiduciary standard mean and why is it important? (Required.)

SECTION 5 — Work Ethic, Values & Communication

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15. Describe a time you managed multiple deadlines. How did you prioritize? (Required.)

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16. Give an example of constructive feedback you received that improved your performance. (Required.)

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17. Describe the work environment you thrive in and one you find challenging. How do you adapt? (Required.)

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18. Provide one example from your experience that demonstrates each of the following: - Professionalism - Reliability - Attention to detail - Written communication - Verbal communication (Required.)

SECTION 6 — Availability & Commitment

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19. List any summer conflicts (travel, classes, etc.) with dates. (Required.)

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20. What do you hope to gain from an internship at Stonebridge? (Required.)

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21. Additional information we should consider? (Required.)

SECTION 7 — Writing Sample & Attention to Detail

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22. Write a 250–350 word educational piece explaining the importance of having a financial plan and how an advisor helps clients through major life transitions. Keep it digestible and client-friendly. (Required.)

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23. Read this entire question carefully before answering. Your response will only be considered if you follow all instructions exactly.

Below is a short paragraph.
Your task is to identify the single sentence that contains an error, explain what the error is, and then rewrite only that one sentence correctly.

Paragraph:
“Stonebridge Financial Group has been serving clients for over 20 years. Our advisor team are committed to acting in a fiduciary capacity in every client interaction. We believe in transparency, disciplined planning, and building long-term relationships. In addition, every intern receives exposure too financial planning workflows and client service.”

Important requirements:

-You must list the number of the sentence with the error.
-You must explain the error.
-You must rewrite the corrected sentence.
-Do not correct more than one sentence, even if you see additional issues. (Required.)

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