Financial Advisor Intern

Edward Jones • Hubbard, OH

1d • 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 the financial services industry through branch assignments, structured training, professional development, and networking opportunities. Interns learn about client relationships and personalized financial strategies, financial products, tools, client service practices, and branch operations. The internship is based in one of Edward Jones’ branches, with availability required for 10 consecutive weeks from June through August.

Requirements

• Be entering the junior or senior year of college in fall 2027.
• Be available to work from 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

• Participation in a CFP® track and/or the NSSI program is preferred.
• Pursuing a business-related undergraduate degree as a rising junior or senior and seeking an introduction to a financial services career under an experienced Financial Advisor.
• Passion for understanding client needs, helping clients achieve their goals, and making a lasting impact.
• 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 select client meetings to learn about clients’ financial objectives and how advisors determine suitable approaches 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 and observe client interactions.
• Participate in structured training and development sessions.
• Engage with branch and market leadership, attend group calls with fellow interns, connect with Product Partners, and visit additional Financial Advisors in the field.

What This Job Offers

• Career Level: Intern