Financial Advisor Branch Intern

Edward Jones • Washington, PA

1d • Onsite

About The Position

Edward Jones offers a 10-week summer internship in a branch office. Interns work closely with a Financial Advisor and client support team, gaining exposure to financial services through hands-on assignments, professional development, and networking. The internship includes supporting daily branch operations and observing client interactions to learn how Financial Advisors build relationships and provide personalized financial strategies. Interns participate in training on financial products, tools, and client service practices, connect with branch and market leadership and Product Partners, and visit additional Financial Advisors in the field.

The internship runs for 10 consecutive weeks from June through August, with work based out of a branch office.

Requirements

• Be entering junior or senior year in fall 2027 as a college student.
• Be available to work from a branch for 10 consecutive weeks from June through August, without availability conflicts.
• Be enrolled in an undergraduate business-related program.

Nice To Haves

• Participation in a CFP® track and/or the NSSI program.
• Pursuing a business-related undergraduate degree and seeking an introduction to a financial services career under an experienced Financial Advisor’s guidance.
• Interest in 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 and observe client interactions.
• Observe a Financial Advisor during selected meetings to learn about clients’ financial objectives and how appropriate solutions are determined.
• 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, networking opportunities, and group calls with fellow interns.

What This Job Offers

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