As part of my internship at Empire Financial Advisors in Upstate New York, I greeted clients professionally and ensured they felt welcome and prepared for meetings. I regularly sat in on financial planning sessions and observed pitches involving different types of bonds, stocks, and retirement strategies. I also gained exposure to portfolio rebalancing, market research, and how advisors tailor investment strategies to meet client goals.
In addition, I strengthened my communication skills through daily client interaction and became more confident working in a fast-paced office setting