Financial Advisor Branch Intern

Edward Jones • Lafayette, IN

8d • 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 professional development, and networking opportunities. Interns learn about branch operations, client relationships, financial products, technical tools, and client-service practices while observing how Financial Advisors develop personalized financial strategies.

Requirements

• Be entering junior or senior year in fall 2027 as a college student.
• Be available to work from an Edward Jones 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

• Support daily branch operations and observe client interactions.
• Observe Financial Advisor meetings to learn about clients’ financial objectives and how advisors identify 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.
• Participate in structured training and development sessions.
• Engage with branch and market leadership, join group calls with fellow interns, connect with Product Partners, and visit additional Financial Advisors in the field.

What This Job Offers

• Career Level: Intern