E-Mail this Article

Summer internship turns into full-time gig

Jun 29, 2014 @ 12:01 am

By Darla Mercado

+ Zoom

Treavor Dodsworth is counting down the days to when he begins his first financial planning job July 7.

He 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 Inc., a fee-based firm in Indianapolis.

“It's a small firm with nine employees, and I'm No. 10,” Mr. Dodsworth, 22, said. NorthWest provides comprehensive services including planning related to investments, charitable giving and estates.

This isn't this Coloradan's first rodeo at NorthWest. He interned there last summer for 10 weeks.

INTERNSHIP

Things clicked right away.

“They have a heart for what they're doing — a passion — and they enjoy it,” he said. “They go above and beyond what they have to do in order to earn their fee.”

Even though he hasn't started work yet, the firm already is helping him prepare for the certified public accountant exam. Mr. Dodsworth also hopes to obtain his CFP designation.

Though he didn't always have “financial planner” on his career list growing up, Mr. Dodsworth had a knack for working with money. When it came to school clubs, for instance, he was always the treasurer.

In addition to the new job, other major life changes are under way for Mr. Dodsworth. He just got married and will be moving from his native Wray, Colo., to Indianapolis.

“Starting a real job, I'm a little bit nervous about it,” he said. “But it's all good change and I'm excited about where I'm going.”

(A previous version of this story incorrectly identified NorthWest Financial Services Inc. as a fee-only firm. The firm is fee-based, as it generates a small amount of revenue from commissions.)

Get Daily News & Intel

Breaking news and in-depth coverage of essential topics delivered straight to your inbox.



The information entered on this page will not be used to send unsolicited e-mail, and will not be sold to a 3rd party.

REMINDER: This service is for personal use only. For commercial reprints, Web links and e-mailings please contact our Reprint Sales Manager at (732) 723-0569.

X

Subscribe and SAVE over 72%

View our best offer
Subscribe to Print