Ep #114: Prepping for the Job Market as a New College Grad with Dana McNulty

Dana McNulty is an aspiring financial planner out of Boulder, CO, and she joins the show today to share her experience attending a financial planning program and securing multiple internships. If you're a college student seeking to prepare yourself for your first opportunity in the financial planning industry, this is an episode you won’t want to miss!

Listen in as Dana shares how she found her way to the financial planning program at the University of Colorado, what part of the coursework she has found the most difficult, and how she secured multiple internships for herself. We also discuss what she is looking for in an entry-level financial planning position when she graduates, what resources she is using to connect with firms and secure interviews, and how she is using her experience working in the university career center to her advantage during her job search.

What You'll Learn In Today's Episode:

Why Dana chose the financial planning program at the University of Colorado. (2:05)
The most challenging coursework in the program so far. (4:40)
Why Dana pursued internship opportunities and how she secured them. (8:30)
How she added value in her internship despite having little experience. (12:50)
What she is looking for in her first job after graduation. (14:30)
How she is preparing to transition from student to professional. (16:00)
Dana’s tips for aspiring financial planners. (18:20)

Ideas Worth Sharing:

“It’s as good as I thought it was going to be.” - Dana McNulty Share on X “There is a lot of value to having someone in the room who doesn’t really know.’” - Dana McNulty Share on X “Your employees are people, not just numbers.” - Dana McNulty Share on X

Resources In Today's Episode:

Dana McNulty: LinkedIn

Download your free copy of the New Planner Career Roadmap!

In this roadmap, you'll be guided through the details of various stages of your financial planner career, including position descriptions, licensing, skill and experience level requirements, and compensation ranges.