Heritage formalized a summer internship in 2016 for a college student who demonstrates an interest in personal financial planning and academic rigor. Our purpose with the program is to help develop the next generation of talent for the benefit of the firm and the industry as a whole. At the same time that the baby boom generation is entering or approaching retirement, the advisory industry may face a talent shortage, with the average age of a financial advisor over 60 and over 100,000 advisors retiring by 2025.
Our 2018 intern, Jackson Watson, is an economics major entering his senior year at Middlebury College. A Vermont native, Jackson is a member of the soccer team at Middlebury and recently enjoyed a semester abroad in Denmark. As his summer with Heritage came to a close, we asked that he reflect on his experiences with us.
“I have worked as an intern at Heritage Financial for the past 10 weeks. This summer has been a great experience for me, as I have forged lasting relationships and learned a great deal about the firm as well as the industry. My learning opportunities were diverse, including client reviews, webinars on Medicare and presentations on employee benefits. I participated in internal committees designed to educate staff on best practices and planning strategies, such as charitable giving using an IRA. In addition, I researched topics independently, the results of which were incorporated into actual financial plans.
I have gained a ton from being around meetings, completing projects, or doing research, my breadth of knowledge has greatly increased, and I have had an invaluable experience. On top of all that you (Ed) Matt, Will Chris and everyone else have treated me like one of your own this whole summer, which has made it even more enjoyable for me. I have loved working with you guys, and also hanging out with you guys during lunch and other social gatherings. It has been an amazing and memorable summer for me. These have all contributed to make this an incredibly valuable internship”.