Be Wealth Intern

Be Wealth 2024 Internship Program

“The only way to do great work is to love what you do. If you haven’t found it yet, keep looking. Don’t settle. As with all matters of the heart, you’ll know when you find it.” Steve Jobs. This quote by Steve Jobs hits at the heart of why Be Wealth hosts interns. Our goal is to provide aspiring professionals in the Wealth Management industry with hands on experience. As the the Wealth Management industry continues to evolve rapidly, establishing a new practice becomes increasingly challenging. Be Wealth is dedicated to supporting future advisors in navigating these complexities and beginning their careers in an ever growing and expanding field.

Be Wealth designs its internship program through hands-on learning, developing natural skills, showcasing the value of relationships, and practicing professional communication. “Interns leave the summer program with a working knowledge of our business so even if they decide not to pursue a career with our firm, they are set up with a foundational knowledge of financial planning and overall operations,” provides Brandon Ebert, CEO and Wealth Manager.

This summer we had large projects to tackle as we are working on overall firm growth. Five interns were selected to join the team to tackle projects ranging from appointment preparation, data entry, social media marketing, shadowing client appointments, and more. Learn more about Camden Chapin, Andy Yarochowicz, Collin Phelps, Chloe Wolf, and Nolan Foley below:

Where do you or did you go to school?

Indiana University (Bloomington).

What prepared you for this internship?

My finance, accounting, and economics coursework prepared me with practical skills that I am applying during this internship.

What were your 2024 Responsibilities?

My responsibilities are to assist advisors with client meetings, notes, prep, and other important tasks to ensure they are able to provide clients with the best service possible.

What is a key takeaway or what has been the most impactful part of the internship?

So far, I’ve learned about various investment products and strategies as well as how to interact with clients and construct a portfolio that that meets their goals and needs.

What are your career goals?

While my career goals are not set in stone, I have a strong interest in finance and currently see myself pursuing a long and hopefully successful career in the financial services industry.

What prepared you for this internship?

Experience from my prior internship at Be Wealth.

What were your 2024 Responsibilities?

Preparing appointment plans for advisors, identifying and correcting discrepancies in programs, locating missing cost basis, shadowing advisor/client meetings.

What is a key takeaway or what has been the most impactful part of the internship?

Shadowing client appointments and what happens behind the scenes and efforts contribute to running a successful business as well as how to work cohesively with a team to set and achieve goals.

What are your career goals?

To become a licensed Financial Advisor and set myself up for early retirement.

What prepared you for this internship?

While attending Fort Hays State University, I worked for Tiger Media Network, a student led convergent media hub. I created content for TMN’s TikTok and Instagram. The skills I learned from this job were video editing, graphic design, interviewing, planning content, producing and directing, and analyzing data. All of these skills are now being used for my Be Wealth internship, so I am glad I was able to work with these skills previously to better prepare me.

What were your 2024 Responsibilities?

My responsibilities include helping with creating content for social media and client services.

What is a key takeaway or what has been the most impactful part of the internship?

I am glad I got more experience with marketing to a different demographic than I originally had experience with.

What are your career goals?

I plan to use my Elementary Education degree to become a teacher while hopefully having a career involving marketing on the side or during summers.

What prepared you for this internship?

Business classes from KWU, high school shadowing program, people skills, and previous knowledge of using different computer software.

What were your 2024 Responsibilities?

Preparing documents for client meetings and organizing data.

What is a key takeaway or what has been the most impactful part of the internship?

Shadowing the client meetings, and the tax loss harvesting project.

What are your career goals?

I am hoping to obtain a CFP designation and become a licensed Financial Advisor.

What prepared you for this internship?

Having connections and completing two years of college.

What were your 2024 Responsibilities?

Making sure all the technology is running efficiently.

What is a key takeaway or what has been the most impactful part of the internship?

Learning how a successful business is operating.

What are your career goals?

To become a licensed Financial Advisor.