Financial Planning Intern

May - August 2021 • Omaha, NE

What I liked

I loved the types of clients I got to look at and the in-depth planning work I got to do with the team. Very unique, intimate experience.

What I wish was different

I would have liked to have more face-to-face interaction with the clients throughout the summer.


I'd recommend that anybody going into an internship like this focuses on what they want to get out of it--focus on becoming the best planner you can be or learning the most about what an advisor's life is like. If you have clear goals heading in you'll be in a much better position to do well in that seat.
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