2027 Summer Intern

SYM Financial Corporation • Winona Lake, IN

9d • Onsite

About The Position

SYM Financial Advisors is an independent Registered Investment Advisory (RIA) firm that delivers client focused investment and financial planning solutions. SYM serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a responsive, motivated, and detail-oriented team player to join our firm for the summer. We are excited to offer a 13-week rotational internship program designed to give students an inside look at the wealth management profession and the many teams that make SYM thrive. Interns will rotate through multiple departments – including Qualified Retirement Plan Services, Financial Planning, Financial Advising, Client Service, Human Resources, Marketing, IT, Accounting, Compliance regulated by the SEC, Investments, and Trading – gaining a holistic understanding of the financial advisory industry. Internship opportunities are available at our offices in: Winona Lake, Indiana (headquarters) Fort Wayne, Indiana Indianapolis, Indiana Mishawaka, Indiana Midland, Michigan.

Requirements

• College sophomores and juniors currently enrolled in an undergraduate program with a 3.0 GPA or higher (Finance, Accounting, Business, Economics, Financial Planning, or related field preferred)
• Ability to think critically, analyze data, and solve problems.
• Clear and professional verbal and written communication skills, with the ability to interact comfortably in team and client-facing situations
• Organized, accurate, and conscientious when handling information
• Willingness to collaborate, contribute, and learn from colleagues across different departments alongside the other interns
• Open to new challenges and able to adjust quickly in a dynamic, professional environment
• A high level of responsibility, confidentiality, and respect for clients and colleagues

Responsibilities

• Work 40 hours/week on-site
• Rotate through key departments to learn how each area contributes to the client experience and firm operations
• Job shadow advisors and team members, including the opportunity to attend select client meetings
• Assist with meeting documentation, supporting the creation of advisor meeting notes that serve as a vital part of client recordkeeping
• Engage in mock investment portfolio competition, collaborating with peers to research, select, and monitor individual securities
• Complete a capstone project, acting as a financial advisor in a mock scenario to demonstrate the skills you’ve developed throughout the summer
• Participate in a StrengthsFinder workshop to better understand your professional and personal strengths and how to apply them in a team setting

Benefits

• Paid hourly wage
• Client-facing experience
• Professional development through the StrengthsFinder workshop and mentorship
• Potential advancement opportunities – interns who excel may be invited to return for a Phase 2 internship the following summer
• Pathway to full-time employment

What This Job Offers

• Career Level: Intern