Summer Internship - Financial Advising

Tschetter Group • Bellevue, WA

3d

About The Position

Tschetter Group is an independent advisory firm focused on building lifelong client relationships through a commonsense approach to investment management and planning. The firm is seeking a motivated, detail-oriented intern to support its team during the summer internship program, focused on financial advising, client retention, and business development. The program runs from June through August 2027.

After an introductory period covering wealth management foundations and how the firm operates, the intern will work alongside the advisory team. The role provides hands-on exposure to client development and relationship management across the client journey, including cold calling, initial outreach, and meeting preparation. The intern will also learn how fiduciary responsibility and prioritizing clients’ interests shape client relationships. Exceptional performance and cultural alignment may lead to consideration for a full-time position after graduation. Tschetter Group values entrepreneurial spirit, alignment with its culture and values, and enthusiasm for its mission to give clients optimism about life and money.

Requirements

• Currently enrolled in a bachelor’s degree program in finance, economics, business, or a related field, with an anticipated graduation date of May 2028 or earlier.
• Technological proficiency with Microsoft Office applications.
• Excellent written and verbal communication skills.
• Detail-oriented, with the ability to manage multiple tasks and priorities.
• Drive and desire to help and serve others with a client-first mindset.
• Strong desire to gain further understanding of the wealth management industry.
• Can-do attitude and collaborative mindset.

Nice To Haves

• Previous internship experience in finance or related fields is a plus.

Responsibilities

• Support the Tschetter Group team and contribute to its work during the summer.
• Learn the foundations of wealth management and how the firm operates.
• Work alongside the advisory team on client development and relationship management.
• Participate in client outreach, including cold calling and initial contact.
• Assist with meeting preparation.
• Learn how fiduciary responsibility and prioritizing clients’ interests shape client relationships.

What This Job Offers

• Career Level: Intern