Ava Monks
Ethos Financial Partners
Denver,CO
Summary
Dedicated financial advisor intern with a strong foundation in ethical behavior and attention to detail. Proficient in analyzing data and assisting in client-focused financial strategies.
Positive, analytical mindset with passion for financial planning and customer service.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Work History
Financial Advisor Intern
2 Months- Assisted in preparing financial plans and investment strategies for clients.
- Conducted market research to identify potential investment opportunities.
- Collaborated with senior advisors on client account management and service delivery.
- Analyzed financial data to support client decision-making processes.
Education
No Degree
Skills
Ethical behavior
Attention to detail
Effective multitasking
Team collaboration
Timeline
Financial Advisor Intern
Ethos Financial Partners
06.2026 - 08.2026Read More
East High School
No Degree
Read More