The experience I gained in regard to working on a team in a professional environment. Analyzing retirement plans and investments and determining their suitability for client accounts.
What I wish was different
I wish there had been more of an opportunity to analyze individual companies and determine which stocks might outperform the benchmark portfolios.
Advice
In financial advising, it is important to maintain focus on the big picture. It is easy to get bogged down with details and minutia but the experience will be much better if you focus on what the end goal is and what you will be delivering to the client.
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Asset management intern
May - August 2019 • Minneapolis, MN
What I liked
Corporate experience, working independently and in team setting, everyone was very kind and helpful in my department.
What I wish was different
Training could have been more efficient and effective.
