http://www.aspectwealth.com/

Aspect Wealth Management

Wealth Management Intern

October 2020 • San Antonio, TX

What I liked

My favorite part of working here is the team. Aspect Wealth Management is a small firm, so it has a strong family feel. I also like that they are flexible with my school schedule and always encouraged me to prioritize my studies.

What I wish was different

I wish that I had started working here before COVID so that I had the chance to meet the team at the office. However, I do respect Aspect's commitment to safety in keeping most of the team working from home to minimize exposure.

Advice

Aspect Wealth Management is a small firm, so there will not be too much hand-holding beyond the training period. Therefore, you really have to be self-driven to succeed in a small firm like this one.
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Finance Intern

August 2019 - July 2020 • San Antonio, TX

What I liked

I really enjoyed the hands-on aspect that came with this internship. I had the opportunity to work on meaningful projects for the firm and watch how it affected the operations of the overall business. The firm is smaller in size but that is what makes it so unique. The people within the firm treat you like family and are always supportive of your long-term goals.

What I wish was different

Advice

It helps to have a fundamental knowledge of Microsoft Excel. If you are advanced, that is a plus.
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