Cold Call to NY Financial Advisor

Let me start off by saying that I am a freshman in college at a near T50 school and am looking to have a 3.8 or 3.6 gpa after the first semester. I also work while going to school and my boss and I started talking about my aspirations and what I wanted to do after college. Long story short, he said that he knew the CEO of wealth management at a top notch bank in NYC. I asked him if he thought it'd be possible to get his e-mail so I could discuss the possibility of an internship this summer and he said he might be able to do that. Just recently he came back with not only his work phone number, but also his personal cell phone number. I did some research on this gentleman's name and found that he has two present jobs under his work history, both under top notch banks. I'd like to call him very soon but was wondering how I should go about attempting to get some type of experience or internship. I realize that because I am only a freshman the likelihood of me getting an internship is extremely slim, but there's always hope and you can't complain about networking. Any advice would be appreciated!

5 Comments
 
prospieYour story is very unusual and special. Thank you for making me read that entire thing. The advice you will receive will be very specific and unique to your story and cannot be found elsewhere on the thousands of pages of this forum, so stay tuned.

As a freshman my situation is a little bit different being so young and having almost no technical skills but hey, I appreciate how helpful your response was.

 
Best Response
SpiveyHS
prospieYour story is very unusual and special. Thank you for making me read that entire thing. The advice you will receive will be very specific and unique to your story and cannot be found elsewhere on the thousands of pages of this forum, so stay tuned.

As a freshman my situation is a little bit different being so young and having almost no technical skills but hey, I appreciate how helpful your response was.

As a freshman, your situation is very different from the other one hundred posts from freshmen on this site, since you are much younger than them and they have more technical skills than you do. I am sure that the advice given to them will not apply to you, as your situation is so unique. Don't worry, the search function at the top of the page is purely for show.

 
SpiveyHS
prospieYour story is very unusual and special. Thank you for making me read that entire thing. The advice you will receive will be very specific and unique to your story and cannot be found elsewhere on the thousands of pages of this forum, so stay tuned.

As a freshman my situation is a little bit different being so young and having almost no technical skills but hey, I appreciate how helpful your response was.

In all seriousness, it sounds like you don't need to beat around the bush with the guy. Without reading your post too carefully or thinking too hard about this, off the top of my head, I would 1) call 2) ask for job.

edit: btw, everyone here is young and has no technical skills. Don't kid yourself.

 

Velit similique ex natus consequatur et. Dolorem consequuntur odio officia laboriosam voluptatem aut deserunt. Nihil eum in voluptatem quis praesentium ipsam voluptate. Qui modi est eligendi maiores.

Nesciunt possimus aut aperiam est sint in eum. Facilis beatae vero harum voluptatem nihil incidunt. Aut magni enim blanditiis molestias qui corporis error fugit. Dolorum error aut omnis autem. Aut quidem consectetur sit quod mollitia. Quia sit et iusto libero.

Reprehenderit et aspernatur id molestiae qui. Dolor et rerum dolore dolorum tempore voluptatem nam. Hic optio eum qui consequatur unde deserunt harum qui.

Error sint dolorum quae harum maiores ut numquam totam. Ea dignissimos qui in corporis minus nostrum et. Nihil rerum qui assumenda qui animi magnam et. Tenetur magni nihil provident perspiciatis veniam in. Aliquam qui nam et ut quidem nesciunt.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”