Financial Advisor Branch Intern

Edward Jones • Oskaloosa, IA

6d • 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, branch operations, client interactions, professional development, and networking. Interns receive structured training on financial products, tools, and client-service practices and can engage with branch and market leadership, fellow interns, Product Partners, and Financial Advisors in the field.

Requirements

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

Nice To Haves

• Participation in a CFP® track and/or the NSSI program.
• Interest in 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

• Observe Financial Advisors during selected client meetings to learn about clients’ financial objectives and how advisors identify suitable strategies.
• 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.

What This Job Offers

• Career Level: Intern