Transitioning from student to employee poses challenges

Jun 29, 2014 @ 12:01 am

By Mariah Acap

+ Zoom

As a recent graduate, I am really looking forward to beginning the next chapter of my life. College was an absolutely fantastic time, but I am truly excited to move on. Juggling work with classes made me feel as though I couldn't dedicate my time and energy to being as productive as I would like to be at Buttonwood because I would constantly have to break for projects, study groups, etc. I really felt as though I wasn't completely in the loop because I couldn't be in the office every day. But now that I'm full-time, I can attend more client meetings and contribute more to the firm. I really enjoy having more responsibility with client correspondence and involvement in the planning process.

Additionally, I am looking forward to spending my first year furthering my knowledge about all aspects of the business. My colleagues really enable my learning because they make a point to include me in any learning opportunity possible. I am really appreciative of having such great mentors while going through the process of becoming a CFP. However, I would say that I'm still a bit anxious about exams and staying on a tight schedule during the entire process along with developing a healthy work-life balance.

Mariah Acap is an adviser assistant at Buttonwood Financial Advisors.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

INTV

Voya's Tom Halloran: How to change the lack of diversity in financial services

Voya Financial Inc. has a board of directors that is 40% female, and the emphasis on diversity and inclusion carries through to the firm's advisory business, says Tom Halloran, president of Voya Financial Advisors.

Latest news & opinion

New Jersey fines David Lerner Associates for nontraded REIT sales

Firm will pay $650,000 for suitability, compliance and books and records violations.

Report predicts $400 trillion retirement savings gap by 2050

Shortfall driven by longer life spans and disappointing investment returns.

Wells Fargo will ramp up spending to lure brokers

Wirehouse, after losing 400 brokers in first quarter, is bucking trend among rivals who have said they are going to cut back on spending big bucks recruiting veteran advisers

DOL fiduciary rule pushes indexed annuity carriers to develop new products

Insurers are introducing fixed-rate deferred annuities with income guarantees to circumvent BICE.

Trump is gutting rules that Corporate America hates

With executive orders, bureaucratic actions and unprecedented use of an obscure statute, the administration has killed or postponed dozens of regulations.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print