Financial Advisor Branch Intern
About The Position
Edward Jones offers a 10-week summer internship in a branch office, providing hands-on exposure to the financial services industry. Interns work closely with a Financial Advisor and client support team, support daily branch operations, and observe how advisors build relationships and provide personalized financial strategies. The internship includes structured training and professional development, networking with branch and market leadership, group calls with other interns, opportunities to connect with Product Partners, and visits to additional Financial Advisors. The position is intended for college students entering their junior or senior year in fall 2027 who are enrolled in an undergraduate business-related program. Interns must be available to work at a branch for 10 consecutive weeks from June through August without scheduling conflicts.
Requirements
- Be entering junior or senior year in fall 2027 as a college student.
- Be available to work out of 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
- CFP® track and/or participation in the NSSI program.
- Pursuing a business-related undergraduate degree and seeking an introduction to a financial services career under an experienced Financial Advisor.
- Passion for understanding client needs and helping clients achieve their goals.
- Demonstrated leadership through campus or community involvement.
- 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
- Observe Financial Advisor meetings and learn about clients’ financial objectives and how advisors assess solutions for 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.
- Support daily branch operations.
Benefits
- Structured training and professional development sessions.
- Networking and mentorship opportunities.
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What This Job Offers
Career Level
Intern
