Fall 2026 Internship
Summit Financial Strategies•Columbus, OH
•Onsite
About The Position
Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to over 900 families. Established in 1995, Summit manages over $2 billion in client assets. The firm emphasizes its focus on people and seeks talented, motivated individuals eager to learn, grow, and contribute to an innovative and forward-looking organization. Summit is known for its openness to new ideas and encourages suggestions for service improvement and operational enhancements, aiming to be a great place to work and advance careers.
Requirements
- Currently enrolled junior or senior in college or recent college graduate
- GPA 3.0 or higher
- Major in financial planning, consumer and family financial services, finance, economics, math, or accounting
- Superior understanding of Microsoft Office Suite Software
- Candidates will be asked to sign a confidentiality agreement.
Nice To Haves
- Software knowledge in addition to Microsoft Office is a plus
Responsibilities
- Assist paraplanners and staff financial advisors in preparing deliverables for client meetings by using portfolio management software and CRM systems
- Gain invaluable knowledge and exposure to the financial planning industry by working alongside experienced advisors
- Generate client deliverables
- Work with associates to create reports and materials used in client meetings
- Generate and analyze portfolio performance reports, gain/loss, current position information, etc.
- Complete research projects on various topics in the financial planning industry
- Evaluate industry trends
- eMoney software case study
Benefits
- $17 per hour
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What This Job Offers
Job Type
Part-time
Career Level
Intern
