Moneta’s Post

On our latest episode of The Internship Show presented by Abode, we sat down with Sydney Shavers, CPA to learn about her career in Tax at PwC. It is a must-listen episode, tune in below!

Make sure to tune in to this awesome episode with Sydney Shavers, CPA from PwC!

Happy National Intern Day! Internships are more than just a stepping stone; they are a way of giving back and helping aspiring professionals choose the right career path. Today, I want to reflect on the importance of internships and share my personal journey. During my undergrad time, I interned with multiple businesses in real estate, banking, construction, call center startups, and business consulting. Each experience provided me with valuable insights and helped shape my understanding of various industries. One memorable internship involved working with a CPA on a groundbreaking project for the first credit card in Japan. My role was to recreate all the financial statement projections for the first five years—a six-month endeavor that taught me invaluable lessons. While I discovered my passion for working with numbers, I realized that my true calling was to work directly with people, rather than just crunching numbers in the background. Internships provide a unique opportunity to bridge the gap between the academic world and the real world. They allow individuals to gain practical experience and set realistic expectations of what a financial planner's role entails, and vice versa. To all the interns out there, your journey is just beginning, and the experiences you gather now will shape your future in incredible ways. Embrace every opportunity, learn from every challenge, and always strive to connect your academic knowledge with real-world applications.

Get to know Leyah M. Dauber! Leyah joined the firm earlier this year as an Associate Advisor after graduating from SUNY Alfred State with a Bachelor of Business Administration Degree. She is a first-generation college graduate and found a passion for financial planning through her coursework and various internships. If you would like to speak with a member of our advisor team, using the link below to schedule your no-obligation consultation! Schedule Consultation Here - https://lnkd.in/e8KgaudK #WealthManagement #FinancialPlanning #GetToKnowUs #Advisor #Content

In this Swift Chat conversation, Marie Swift speaks with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska, CFP®, MBA, three of the co-founders of the BLX Internship Program. They aim to make the financial planning profession more reflective of the world we live in by providing paid internships for aspiring Black and Latinx financial planners. This conversation emphasizes the transformative impact of mentorship, community, and diversity in the financial services industry for both interns and firms. Watch:

Once again this year, the BLX Internship Program has a major problem on its hands: Too many talented, diverse interns and not enough firms to take them on. The program was founded in late 2020 by a group of four advisors who wanted to see the industry more accurately reflect the nation it serves. Known as BLX for short, the organization's goal is to provide an opportunity for underrepresented financial planners to secure internships at independent financial planning firms. "Unfortunately, we won't be able to place every applicant because we just don't have that many firms," co-founder Luis Rosa said. "The way it's looking with the number of applications, even if half are qualified applicants, we're still only able to place about a fraction of the qualified applicants." Read: Why the BLX Internship's supply and demand problem is one worth celebrating Via Financial Planning writer Justin Mack in a year-end round up of stories on DEI Link to the full article is in the comments below

Dive into the latest BLX case study spotlighting J.D. Bruce, former president of Abacus Wealth Partners. J.D. highlights the significance of diversity in financial planning, aiming to make the industry more inclusive. Discover his strategic roadmap for offering enriching internship experiences that embrace diverse perspectives. #BLX #DiversityInFinance #Internship #Diversityinaction #thewayforward #financialplanning #dei #casestudy

Meet SKC's Yash Patel! Yash joined the team full-time after completing his summer internship at the firm. We are excited to have him on board as he begins his inaugural tax season with SKC! #changingthefaceofaccounting

Proud to share that I've completed the eight-week summer internship program. A certification in the Comparison of AIF categories. This in-depth program provided valuable insights into the different AIF categories and their regulatory frameworks from Gretex Corporate Services Limited. #CareerDevelopment #ContinuousLearning"

In 2024, are you looking for an internship that accelerates your professional career with unparalleled impact? *Hint: You're looking for Northwestern Mutual's Top 10 accredited Financial Representative Internship!* Wondering if it's right for you? Check out the 2023 Wrapped Takeaways from our previous interns!