Liberal Arts Career Services
Liberal Arts Career Services

Integrated Financial Planning Center

Spring 2018

Position: Finance Intern
Student: HDO Senior

Integrated Financial Planning Center is a small wealth management business in Austin. In most cases the financial advisors meet with clients to help prepare them for retirement. In addition to the financial advisors there’s a Chief of Operations, Receptionist that helps clients book annual reviews, an Operations Manager that deals with the customer service aspect when clients may have questions or need to make a trade, a Marketing Specialist to schedule events for clients, and an Administrative Assistant.

The average day for an intern begins as you sit down at your desk in the Operations Manager's office space. You’ll log into their CRM site and begin to look through the assigned tasks for the day as well as any workflows. After a few minutes of settling in, the Operations Manager (Sean) will make sure you understand your tasks and tell you anything else you may need to know about your tasks. In the beginning of your internship you’ll learn how to create folders with portfolio reports and other important information that the advisors take into their clients annual review meetings. Sometimes these folders can take all day and sometimes they can take 1-2 hours depending on the clients portfolio complexity. On a weekly basis you’ll attend the staff meeting in which you’ll gain a better understanding of how all of the roles in the business come together and learn what each position does. As you progress through your time at IFPC you’ll also be added different tasks to better understand the business in general. You’ll typically work 10-15 hours per week and Amanda (Advisor) will work with you to better accommodate your school schedule. The atmosphere is very laid back and professional. Be on time, do your job and get to know everyone in the office because they’re all really cool!

Fall 2016  

Position: Finance Intern
Student: Economics Senior

The company I work for is called the Integrated Financial Planning Center, which is composed of financial advisors who serve clients in five areas of specialization. These five areas include retirement ability analysis, risk management, tax planning, investments, and advanced financial planning. Financial advisors are qualified investment professionals who help clients meet their long-term financial goals through portfolio creation and financial analyzing. In a synopsis, the advisors at my firm provide consultations to clients where they discuss the financial matters and gather data to run a financial analysis, analyze the client’s assets and benefits, and then clarify the client’s goals in order of importance. After that, there is a portfolio presentation and if the client approves then the portfolio is implemented. One aspect of this industry that greatly appeals to me is the idea that a financial advisors job helps people for the greater good. Helping clients reach their goal to have enough money in the bank when they retire is quite philanthropic in my opinion. 

Company culture has become greatly emphasized in the past decade due to websites such as Glassdoor. I am lucky enough to say that my company has a great work environment with amazing co-workers. All the employees are cordial and greet me every time I start and end my workday. Regarding work times, it’s up to you, as long as you work 12 hours a week. My boss specifically is understanding and flexible with my schedule; always keeping in mind that I am a full-time student. If I need to leave early she doesn't hesitate to say yes, which eases my stress if I ever need to study for a big test or get something urgent taken care of.

Spring 2016 

Position: Finance Intern
Student: Economics Senior

The Integrated Financial Planning Center is composed of financial advisors who serve clients in five areas of specialization. These five areas include retirement ability analysis, risk management, tax planning, investments, and advanced financial planning.

Financial advisors are qualified investment professionals who help clients meet their long-term financial goals through portfolio creation and financial analyzing. In a synopsis, the advisors at my firm provide consultations to clients where they discuss the financial matters and gather data to run a financial analysis, analyze the client’s assets and benefits, and then clarify the client’s goals in order of importance.

After that, there is a portfolio presentation and if the client approves then the portfolio is implemented. One aspect of this industry that greatly appeals to me is the idea that a financial advisors job actually helps people for the greater good. Helping clients reach their goal to have enough money in the bank when they retire is quite philanthropic in my opinion.

Spring 2012 

Position: Finance Intern
Student: Economics Junior

A typical day as intern at IFPC would be arriving in the afternoon around 1 p.m. after my morning classes.  I’d walk in say hi to everyone in the office and then proceed to the intern desk.  I would then log in and maybe check my email or read a story on CNN.  Then after I am settled in I would start my work for the day.

I had some remedial repetitive tasks that I’d take care of everyday.  The company is small so there are always things that need to be done.  In other words, their goals for the company are always ahead of the work getting done to get there.  This is motivating because I like that IFPC is always pushing forward.

My main purpose as intern was to help the full-time employees with whatever they were working on. Clients want to know where there money is going and if it is growing.  I would help prepare financial documents for annual and quarterly client meetings.  This mostly meant looking up investments on Morningstar and then organizing a portfolio that included data and charts of how their investments were performing.  I enjoyed this the most as I felt I was helping the company help their clients. 

For the most part, the everyday life of an intern at Integrated Financial Planning Center was a good experience.  Of course there were slower days and busy days but the staff is really kind and very helpful to the interns.  You will never feel too pressured to do anything and the staff is always willing to lend a hand.


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    University of Texas at Austin
    FAC 18
    2304 Whitis Ave. Stop G6200
    Austin, Texas 78712-1508
    512-471-7900