Wealth Management Summer 2027 Internship

• Assist advisors with client meeting preparation, including agenda building, portfolio review materials, and research support.
• Support data entry and maintenance within CRM and portfolio management systems.
• Help prepare financial planning materials, including retirement projections, cash flow summaries, and benefits comparisons.
• Conduct research on investment products, market trends, and planning strategies under advisor supervision.
• Assist with client onboarding documentation and account paperwork.
• Attend client meetings as appropriate to observe advisor-client interaction.

Requirements

• Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred.
• Strong interest in financial planning, wealth management, or the CFP® path.
• Proficiency in Microsoft Excel and Word; comfort learning new software platforms.
• Strong written and verbal communication skills.
• High attention to detail and ability to handle sensitive client information with discretion.
• Ability to work independently and manage multiple tasks in a fast-paced office environment.

Benefits

• Direct mentorship from CFP® professionals, including advisor shadowing and client meeting exposure.
• Hands-on experience with real planning work: retirement projections, benefits analysis, and portfolio review materials.
• Competitive hourly pay.
• Flexible scheduling around class commitments.
• Small-firm environment with direct access to senior advisors and leadership.
• Potential path to a full-time offer upon graduation.