Financial Advisory Intern (Summer Internship 2026)
About The Position
Financial Advisory Intern rebel Financial Why Choose rebel Financial? At rebel Financial, we challenge the traditional model of financial firms by prioritizing people before profits and striving for excellence in financial planning, investment management, and client service. We offer a collaborative, entrepreneurial environment where interns gain hands-on experience working directly with financial advisors and planners while contributing to real client work and firm initiatives. Our team uses modern financial technology platforms such as Advyzon, eMoney, Salesforce, Income Labs, Riskalyze, Holistaplan, PreciseFP, and multiple AI platforms to deliver comprehensive financial guidance and exceptional client service. As a values-driven firm, we are committed to helping individuals and families achieve financial clarity, confidence, and long-term success. Internship Overview The Financial Advisory Internship provides hands-on experience and practical exposure to the career path of a financial advisor. Interns will work closely with our Financial Coaches, Advisors, and Planning Team , gaining insight into both the technical and entrepreneurial aspects of running a client-focused advisory practice. This internship emphasizes learning how advisors: Build and maintain client relationships Develop financial plans and investment strategies Use financial planning technology Manage and grow a successful advisory practice Interns will participate in mentorship, shadowing opportunities, and project-based learning while supporting the advisory team.
Requirements
- Currently pursuing a degree in Finance, Business, Economics, Financial Planning, or a related field
- Rising junior or senior at a four-year institution preferred
- Strong interest in pursuing a career as a Financial Advisor or Certified Financial Planner (CFP®)
- Strong analytical and problem-solving skills
- Ability to work both independently and within a collaborative team
- Interest in financial markets, investments, and financial planning strategies
Nice To Haves
- Familiarity with financial technology or CRM systems is a plus but not required
Responsibilities
- Collaborate with the advisory team to support client service and firm objectives
- Assist with preparation for client meetings and financial planning reviews
- Observe financial advisors during meetings and planning sessions
- Support research related to investments, financial planning strategies, and market trends
- Assist with data entry and organization within financial planning and CRM systems
- Help improve internal processes and workflows within the advisory team
- Learn and apply the firm’s financial planning philosophy and investment approach
- Contribute to projects that support client service and operational efficiency
Benefits
- Direct exposure to the day-to-day work of financial advisors
- Hands-on experience with financial planning tools and investment platforms
- Mentorship from experienced advisors and planners
- Insight into building and managing a successful advisory practice
- Professional experience within a growing financial services firm
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
Number of Employees
1-10 employees
