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Interns Will Take on Several Roles at Advisory Firms this Summer

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Monument’s Senior Financial Planner, Jessica Gibbs, CFP®, explaining Financial Planning concepts to Interns, Jeffery Thomas and Christopher Habib.

A recent InvestmentNews article by Liz Skinner gives insight into a few financial internship programs, including ours, at Monument Wealth Management.  Skinner writes:

Financial Planning Interns, Jeffery Thomas and Christopher Habib preparing meeting materials.

At Monument Wealth Management, which has eight people working at the $275 million AUM firm, its sole financial planning intern helps prepare for client meetings, tackling projects like examining performance reports for possible allocation adjustments and using planning software to model client questions.

“We are all-hands-on-deck, so an intern will get a huge breadth of experience doing things here,” said Jessica Gibbs, a senior financial planner at Monument Wealth Management.

This year she’s held weekly, hour-long sessions with intern Jeff Thomas to dig into various fundamental planning topics, such as understanding all the facets of an annuity.

Mr. Thomas even sits in on some client meetings, which he says has helped him gain insight into what clients are interested in knowing more about.

“I’ve learned a lot about estate planning,” Mr. Thomas said. “I didn’t realize everything that went into it and the impact of things done today having implications later in life.”

Monument Wealth Management also bring non-finance interns into their operations.

It has two video production interns and a graphic design intern who work on marketing projects. This summer, these students are creating new graphics the firm’s advisers will use in their initial meeting presentations with prospects.

Read the full article on InvestmentNews here! >

Video Production Interns, Kristin Zimney and Miah Detjen setting up for Monument’s next filmed interview.

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