Katy Cordeiro built skills in data analysis, brand management, and client support as a financial advisor intern.
Why did you choose this internship?
I chose this internship at LPL Financial because it offered a unique opportunity to gain hands-on experience in the financial services industry, specifically within a company renowned for its focus on client-centric solutions and advisor support. My interest in becoming a financial advisor made LPL Financial an ideal place to learn and apply industry-specific skills. The internship's emphasis on data analysis, client community engagement, and diversity & inclusion initiatives aligned perfectly with my career goals and personal values.
What kind of work did you do throughout your internship experience?
During my internship, I engaged in a variety of tasks including advisor and admin client data analysis by affiliation channel, creating a rebranding presentation for LPL Client Communities, and updating resources for the Advisor Diversity & Inclusion Resource Center. I also contributed to moderating the LPL Community Hub. These activities allowed me to develop a deeper understanding of client management, data interpretation, and effective communication strategies within the financial services sector.
What new knowledge and skills did you practice, learn, or develop in this internship?
Through this internship, I gained significant knowledge in financial data analysis and learned to use various analytical tools to interpret client and advisor data effectively. I developed transferable skills such as critical thinking, project management, and professional communication. Additionally, I improved my ability to present complex information clearly and manage multiple tasks efficiently, which will be valuable in any future role within the financial industry or other professional settings.
What was your favorite or most satisfying part of your internship?
My favorite part of the internship was working on the rebranding presentation for LPL Client Communities. This project allowed me to utilize my creativity and strategic thinking to contribute to a major company initiative. It was meaningful because it provided a tangible outcome of my efforts and offered a platform to showcase my skills in a real-world context, which was both challenging and rewarding.
What did you find challenging about your internship?
The most challenging aspect of the internship was managing tight deadlines for multiple projects simultaneously. Balancing the demands of different tasks required me to enhance my time management and organizational skills. From this challenge, I learned the importance of prioritizing tasks and maintaining flexibility, which will be beneficial in future professional environments where managing multiple responsibilities is often required.
What is the impact of your internship experience?
This internship has had a significant impact on my career development by providing me with practical experience and a clearer understanding of the financial services industry. It has reinforced my desire to pursue a career as a financial advisor and equipped me with valuable skills and insights that will contribute to my future success in the field. The experience has also expanded my professional network and increased my confidence in my ability to contribute effectively to a team.
How has your internship experience influenced your plans for your future?
The internship has solidified my career aspirations to become a financial advisor and has given me a clearer perspective on the path I need to take to achieve this goal. It has also highlighted the importance of gaining practical experience and continuing to develop relevant skills. Moving forward, I plan to leverage the knowledge and skills acquired during the internship to pursue further opportunities in the financial sector and to continue building on the foundation established at LPL Financial.