Interns Present & Past

At Private Wealth Management & Consulting, we strive to give our interns a realistic, up-close look at the day-to-day responsibilities of a financial advisor, starting with the interview process and meeting for coffee before the first day.

Depending on an intern's strengths and goals, we will introduce them to various aspects of the job, starting small and then building up to larger tasks that utilize multiple systems for a single project.

“It's a way to give back,” President & Financial Advisor Edward Knowles said. “There are so many different roads to go down, and I wish I'd had a mentor when I was starting out. So, now I'm doing it in reverse. Since I wasn't able to provide this 'look under the hood' for myself, I'm giving it to someone else.”

Knowles believes committing time is vital to creating a valuable educational experience and getting an intern started down the right path toward a successful career. In addition to dedicating time to working closely with his interns, Knowles also enjoys getting to know them better in more casual settings.

While the ultimate goal is to have an intern take away valuable lessons they can put to work wherever their career path leads, Knowles said the interns aren't the only ones rewarded by the experience. “It's gratifying to know I was involved along the way.”