What does a normal day look like at a finance firm?
Zach Forsyth: “My internship has been a great experience thus far. Our day-to-day schedule varies, but we spend the majority of it with multiple financial advisors. The advisors teach us about the financial industry and often ask for our help in preparing information in order to make a comprehensive plan for clients.
Adjusting to the company has been extremely easy because everyone that works there is friendly, outgoing, and enthusiastic about their job. DSF Wealth Management Group’s team mentality is tangible as soon as you walk through the doors. The advisors consistently assist each other in their work and make it clear to the younger employees that any question is a good question.”
Patricia Lenau: “I help senior advisors create and develop financial plans for individuals, families, and businesses. I also review investment strategies, maintain strong relationships with clients, and assist in mock client interviews with other junior advisors. It was a bit difficult at the start since there was a sharp learning curve with many of the topics, including insurance, investment strategies, and retirement plans. However, the company has a great culture that emphasizes teamwork and openness, so it did not take long to adjust.”
What has been your favorite part of working at DSF?
Patricia: “The culture at DSF Wealth Management. No matter what task we are working on, we work together. They value openness and speaking your mind, which truly allows everyone to produce work at the highest quality, since you have several opinions to take into consideration. My favorite task that I perform is definitely working on financial plans, specifically investment recommendations and estate planning. I enjoy making these informed suggestions to clients because I know that I am making a big difference in their future.”
How has this internship impacted your career trajectory?
Zach: “Because I have past experience in accounting, I wanted to get some experience in the finance industry. By working with DSF Wealth Management Group, it has given me insight into what a career would be like as a financial planner. It has already helped me gain communication skills, as well as shown me that you can work in the finance industry all while helping people reach their personal or family’s financial goals.”
Patricia: “This internship has definitely made me realize that I would love to go into wealth management! Before this internship I was a bit lost as to what area in finance I wanted to pursue. I had no idea what I would enjoy doing. However, I have thoroughly enjoyed this internship and would like a future in wealth management. This internship has also just helped me develop new skills and see how some of my classes can be applied in the real world.”