Financial Advisor Branch Intern

Edward Jones • Odessa, MO

12d • Onsite

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 financial services through meaningful assignments, structured training, professional development, and networking opportunities. Interns support daily branch operations and observe client interactions to learn how Financial Advisors build relationships and deliver personalized financial strategies.

Interns observe selected meetings, appointments, phone calls, and prospecting efforts; learn and apply technical tools used in client service and branch operations; participate in pre-meeting strategy sessions; attend product knowledge sessions with internal partners; and collaborate with fellow interns. The internship runs for 10 consecutive weeks from June through August, with availability required and no scheduling conflicts.

Requirements

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

Nice To Haves

• Participation in a CFP® track and/or the NSSI program.
• Be a rising junior or senior pursuing a business-related undergraduate degree and seeking an introduction to a financial services career under the guidance of an experienced Financial Advisor.
• Passion for understanding client needs and helping clients achieve their goals.
• 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.
• Excellent communication, organizational, and interpersonal skills.

Responsibilities

• Support daily branch operations.
• Observe the Financial Advisor during selected meetings and learn about clients’ financial objectives and how the advisor determines solutions suited to their needs.
• 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.

What This Job Offers

• Career Level: Intern