The M Group & Associates
Wealth Management Intern
Supported the president of the firm while learning how insurance, asset management, financial planning, and client development work together within a wealth management practice.
WHAT I'VE DONE
- Worked directly with the firm's president to develop prospective client leads for insurance, asset management, and financial planning services.
- Supported work focused on helping families, individuals, and businesses pursue their financial goals.
- Participated in training sessions covering the firm's financial products, services, and client solutions.
- Wealth Management
- Client Development
- Financial Planning
- Professional Communication