Financial Services Intern

📋 Description

• Support advisory workflows and client prep under supervision.
• Embed with advisory teams to contribute to day-to-day planning and service.
• Prepare client materials and assist in case work.
• Participate in onboarding and weekly cohort meetings.
• Present capstone project at program end.
• Work 40 hours/week for 10 weeks (Mon–Fri) in one of our offices.

🎯 Requirements

• Pursuing a Bachelor's in Financial Planning, Finance, Economics, or related.
• Anticipated graduation Winter 2026 or Spring/Summer 2027.
• Interest in CFP designation and wealth management.
• Demonstrated leadership or initiative.
• Strong analytical, organizational, and problem-solving skills.
• Effective written and verbal communication; team player.

🎁 Benefits

• Medical, dental, and vision coverage options.
• Flexible spending accounts and HSAs.
• Generous 401K contributions.
• Flexible working arrangements.
• Equity Purchase Program eligibility for interns.
• Paid time off and holidays.