Financial Advisor Branch Intern

Edward Jones • Washington, PA

3d

About The Position

Edward Jones offers a 10-week summer internship in a branch office for college students entering their junior or senior year in fall 2027. Interns work closely with a Financial Advisor and client support team to gain hands-on experience in financial services, branch operations, client service, and personalized financial strategies. The program includes meaningful assignments, structured training and development, and opportunities to network with branch and market leadership, other interns, and internal product partners.

Interns observe client interactions and learn how Financial Advisors understand clients' financial objectives and tailor solutions to their needs. They also learn technical tools used in client service and branch operations, participate in meetings and strategy sessions, attend product knowledge sessions, and collaborate with fellow interns. The internship requires working in one of the firm's branches for 10 consecutive weeks from June through August, with no availability conflicts.

Requirements

• Be entering junior or senior year in fall 2027 as a college student.
• Be available to work from one of the firm's branches 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 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 and observe client interactions to learn how Financial Advisors build relationships and provide personalized financial strategies.
• Observe Financial Advisors during select client meetings and learn how they assess clients' financial objectives and determine solutions that fit 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