Mortgage - Financial Apprenticeship We are seeking talented students to join our firm for a selective and unique internship experience beginning in June 2025 for the summer. We accept Sophomores, Juniors, Seniors, and Masters students with the idea of a full time position post grad. Internships will based out of our Long Island (Lake Success) office. The hours for the position are Monday to Friday 9:30 a.m. to 5:00 p.m. This is a great hands-on experience with the ability to work directly with firm partners and management. Learning Objectives • Hands-on experience working closely with our Sales and Operations teams • Experience assisting in Loan Processing, mortgage sales, IT, Marketing, and more • Develop knowledge of the mortgage industry • Experience working in a team environment with all levels of the firm • Develop knowledge of mortgage software and become an industry expert Qualifications • Sophomore, Junior, Senior, or Master's currently enrolled in a university • Proficiency using Microsoft Word and Excel • Excellent written, verbal, and listening communication skills • A positive attitude and a strong work ethic with a desire to learn • Must be able to work on-site in the office M-F Responsibilities: • Rotate through our sales and operations teams throughout the summer Qualifications: • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired • Superior customer service skills, math skills, relationship skills, and communication skills are preferred • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential • Bachelor’s degree in business administration, finance, or related field is required • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required

• Rotate through our sales and operations teams throughout the summer • Shadow our existing team members and work hands on to assist with projects as assigned