About The Role

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.
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.
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.

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Wealth Management Summer 2027 Internship

About The Role