Summer of change comes with anxiety, excitement

Jun 29, 2014 @ 12:01 am

By Treavor Dodsworth

+ Zoom

This summer will involve a considerable amount of change. I will graduate, get married and start my new job at NorthWest Financial — all in a couple of months. These changes do come with some anxiety, but they also come with great excitement.

After interning with NorthWest last summer, I look forward to joining them full time July 7. The staff at NorthWest places great importance on training their employees. I know they will invest in me as I in turn invest my time and energy in their company. When I interned with them, the office always had a very positive and encouraging atmosphere. I am excited to see how my personality will fit into their established company culture.

After beginning my job, they will have me start sitting in on client meetings, as well as preparing supporting documents for those meetings. After hours I will be studying for the CPA exams. The plan currently is to work through the four CPA tests and then focus on the CFP. I am nervous about the difficulty of the tests but I know that with my education from Olivet Nazarene University, my study materials and the training NorthWest will provide that I will enter the tests prepared.

Treavor Dodsworth just graduated from Olivet Nazarene University with a double major in accounting and finance, and he'll be kicking off his career at NorthWest Financial Services.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

INTV

Women's retirement needs and the opportunity they present for advisers

Assistant managing editor Lorie Konish speaks with contributing editor Mary Beth Franklin about the unique planning considerations for women as they prepare for income needs later in life.

Latest news & opinion

Attorney blasts Finra after regulator loses insider trading case

Lawyer says it was 'slimy' of Finra to publicize the case while it was still being litigated.

Will Jeffrey Gundlach's Trump-like approach on Twitter work in financial services?

The DoubleLine CEO's attacks on Wall Street Journal reporters is igniting a discussion on what's fair game on social media.

Fidelity wins arb case against wine mogul but earns a rebuke from Finra

In the case of investor Peter Deutsch, Fidelity doesn't have to pay any compensation, but regulator said firm put its interests ahead of his.

Plaintiffs win in Tibble vs. Edison 401(k) fee case

After a decade of activity around the lawsuit, including a hearing before the U.S. Supreme Court, judge rules a prudent fiduciary would have invested in institutional shares.

Advisers get more breathing room to make Form ADV changes

RIAs can enter '0' in some new parts of the document before their annual filing next year.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print