Summer Intern
CurrentParticipating in a remote internship with a small financial planning firm, allowing for an intimate understanding of the organization and its workings.Being exposed to numerous positions within the firm, from internal operations to client facing roles, facilitating a comprehensive overview of the business.Regularly using and gaining proficiency in multiple financial software applications such as Right Capital, MoneyGuide Pro, eMoney, and Wealthbox.Developing critical skills in remote work and digital collaboration.Receiving an inside look at the operations of a small business, offering perspective on entrepreneurship and small business management.Expanding my understanding of the financial industry's regulations and ethical guidelines, ensuring best practices in real-world scenarios.Gaining exposure to various financial planning products and strategies, helping to determine which methods best suit different clients' needs.
