Summer Paid Intern - Financial Planning

This is a Part Time Paid Internship

We are looking for high-caliber college students who are pursuing a career in financial planning.

We believe in providing early opportunities to interact with clients, gain real-world experience, and apply classroom concepts. While learning from all members of the advisory team, interns will have the opportunity to assist the advisory team with all aspects of client meeting prep and follow-up, maintain client records in CRM, and learn about investing client accounts. Additionally, interns will have specific research and presentation opportunities to add value to the firm.

The deadline for applications is October 31st , 2026.

Qualifications

Pursuing a bachelor's degree in financial planning or a related field from an accredited university. Candidates enrolled in a CFP® Board Registered Program will be prioritized. Ability to work efficiently, independently, and accurately. Must be a team player with high integrity and strong written and verbal communication skills.