Intern
About The Position
This internship is designed for a college student who is interested in pursuing a career as a financial advisor and wants hands-on exposure to how a professional wealth management firm operates. You’ll gain real-world experience, mentorship from experienced advisors, and insight into both the technical and relational sides of financial planning. This is not a “coffee-run” internship — you’ll be involved in meaningful work that supports our advisors and client service team while learning the foundations of the profession. What You’ll Learn How a fiduciary, fee-only advisory firm serves clients The day-to-day responsibilities of a financial advisor The financial planning process, from data gathering to recommendations Professional communication with clients and team members Career paths, licensing, and education requirements in financial planning
Requirements
- Currently enrolled college student (junior or senior preferred)
- Majoring in finance, financial planning, economics, business, or a related field
- Strong interest in pursuing a career as a financial advisor
- High level of professionalism, integrity, and attention to detail
- Strong communication and organizational skills
- Willingness to learn, ask questions, and take initiative
- Proficiency with Microsoft Office or Google Workspace preferred
Responsibilities
- Assist advisors and the client service team with day-to-day operations
- Help prepare materials for client meetings
- Support basic financial planning and investment research tasks
- Organize and review client information and documents
- Participate in internal meetings and training sessions
- Shadow advisors during client meetings (as appropriate)
- Complete special projects based on firm needs and intern interests
Benefits
- Hands-on experience in a real advisory firm environment
- Mentorship and career guidance from experienced advisors
- Exposure to financial planning software and real client scenarios
- Paid internship (hourly)
- Potential opportunity for future employment after graduation
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
Number of Employees
1-10 employees
