1 Old Mountain Road
Farmington, CT 06032
AGENCY FUNCTION: Financial Planner
INTERN ACTIVITIES: Analyze clients' net worth by detailing assets and liabilities. Review investment choices and project future value using computer models. Update client database with investment values, client goals, etc. Interns also complete an individual project based on own interests. Past projects have included choosing a mutual fund, tax reduction methods, retirement planning, estate or education planning, and life insurance planning. Interns may also attend training meeting, client meeting and meet with representatives of mutual fund companies. See how many of the legal changes in the mutual fund industry have changed the way advisors now conduct business.
HOURS PER WEEK: 8 - 10
INTERNSHIP AVAILABLE: FALL: Yes; SPRING: Yes; SUMMER: Yes