I am currently a Financial Planning Intern with Thome Benefit Solutions, a financial services provider that offers financial strategies and products to clients, including insurance, investments and retirement planning services. As an intern working alongside principal financial professional and president of Thome Benefit Solutions, Kate Thome, I have the opportunity to experience many of the different aspects and perform many of the responsibilities involved in operating a financial services business.
I am responsible for completing a variety of different tasks that are different every time I come to work. That’s one aspect of being an intern at Thome Benefit Solutions that I really enjoy; each day I do something different and learn something new, which keeps the experience interesting and fun. My responsibilities so far include preparation of client presentations and account documents, client file organization and maintenance, and communication with various clients, producers, and vendors. I have recently started working on an e-newsletter project that will be my responsibility to oversee the process of getting it distributed to Kate’s clients.
My experience has been very positive and rewarding in providing me with new knowledge, hands-on experience, and personal growth. Among other things, it has helped me improve my communication skills and gain confidence in my ability to apply some of the knowledge I've learned in my College of Business courses to actual business scenarios.
It has also helped me realize how operating a business involves many different aspects and requires much more learning in addition to what I have already gained from classroom instruction. I believe this internship experience will continue to provide me with valuable knowledge and help me further develop skills that will be very beneficial to a career in finance.
The biggest challenge I have faced so far is remaining organized and keeping on task. I will be given 3-4 projects at a time, and then other additional things will come up, so it is important to prioritize in order to get everything done in a timely manner.