Financial Advisor Branch Intern

Edward Jones • Oskaloosa, IA

4d

About The Position

Edward Jones offers a 10-week summer internship in a branch office, where interns work closely with a Financial Advisor and client support team. The internship provides hands-on exposure to the financial services industry through meaningful assignments, structured training and development, and networking opportunities. Interns learn how branch teams support clients and operations, how Financial Advisors build relationships and develop personalized financial strategies, and how financial products, tools, and client-service practices are used. The internship runs for 10 consecutive weeks from June through August, with interns working from one of the firm's branches.

Requirements

• Be entering junior or senior year in fall 2027 as a college student.
• Be available to work in one branch for 10 consecutive weeks from June through August, with no availability conflicts.
• Be enrolled in an undergraduate business-related program.
• Have excellent communication, organizational, and interpersonal skills.

Nice To Haves

• Participation in a CFP® track and/or the NSSI program is preferred.
• Demonstrated leadership through campus or community involvement.
• Strong motivation to succeed and interest in obtaining a CFP designation within the first few years of becoming a full-time advisor.
• Passion for understanding client needs, helping clients achieve their goals, and making a lasting impact.

Responsibilities

• Observe Financial Advisors during selected client meetings to learn about clients' financial objectives and how advisors identify suitable solutions.
• Learn and apply technical tools used in client service and branch operations.
• Observe client appointments, phone calls, and prospecting efforts.
• Participate in pre-meeting strategy sessions with Financial Advisors.
• Attend product knowledge sessions with internal partners.
• Collaborate with other interns to share insights and experiences.
• Support daily branch operations and observe client interactions.
• Participate in training and development sessions and networking opportunities with branch and market leadership, fellow interns, and Product Partners.
• Visit additional Financial Advisors in the field.

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed