https://fa.ml.com/massachusetts/wellesley-hills/breemen_mccarthy_mckenna/#

Merrill Lynch Wealth Management - Breemen McCarthy McKenna & Associates

Wealth Management Client Associate

May 2020 • Wellesley, MA

What I liked

I liked the team environment, working with a smaller team and being able to approach individuals on a more personal level allowed me to be more confident in my work.

What I wish was different

Obviously working all online was not ideal. Hopefully in the future I can go to the office in person.

Advice

I would say to be as communicative with your supervisors as possible. This shows them that you care about the work and are attentive, but also gives you an opportunity to learn. Also, people are excited when you ask them about their work and seem genuinely curious. Creating personal connections in this field is equally as important and being an efficient worker.
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Intern

June - August 2019 • Chester Township, NJ

What I liked

Was able to sit in on client and wholesaler meetings.

What I wish was different

Advice

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Client Associate

June 2019 • Manchester, NH

What I liked

The ability to work independently.

What I wish was different

That I wasn’t stuck behind a desk so much.

Advice

If you are uncomfortable with talking on the phone, this place probably isn’t for you.
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Digital adoption intern

June - August 2019 • Hopewell Township, NJ

What I liked

Really fun, met good people there!

What I wish was different

Nothing, I enjoyed it

Advice

Come ready to work with people and communicate effectively.
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