Fall 2026 Internship

Summit Financial Strategies•Columbus, OH

22h•Onsite

About The Position

Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $2 billion in client assets. While some RIA (Registered Investment Advisor) firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we are always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing and known for our openness to innovative ideas and approaches. We actively encourage our clients and associates to suggest ways to improve our service delivery and operations—and make our firm an even better place to work. We can help move your career from now to next.

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

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
General Office Duties