Jared Bravard

Responsibilities

Assist financial planner in the financial planning process (client data analysis, financial plan creation, plan implementation, client data management, practice management, and other activities, responsibilities, tasks necessary and requested by the Financial Planner).

Accomplishments

Gained experience with financial planning software/system and saw a real-world example of a financial planning professional.

What advice would you give?

Ask a lot of questions. An internship is to learn and gain experience. You are not expected to know everything so ask questions when there is a misunderstanding.