Financial Services Intern

📋 Description

• Support internal financial planning workflows under supervision
• Assist in preparing financial plan components, analyses, and scenario modeling
• Run planning processes in MoneyGuide, Holistiplan, Wealth.com
• Conduct research and assist with case prep for client meetings
• Observe live client meetings and participate in debriefs
• Assist in preparing client meeting materials and follow-up documentation

🎯 Requirements

• Pursuing Bachelor's in Financial Planning, Finance, Economics, or related field; Winter 2026 or Spring/Summer 2027 graduation
• Strong interest in CFP designation and wealth management
• Demonstrated leadership in academics or activities
• Strong analytical, organizational, and problem-solving skills
• Effective written and verbal communication
• Professional presence and ability to work in a team; able to learn planning software and office systems

🎁 Benefits

• Medical, dental, and vision insurance options
• Flexible spending accounts and HSA
• Generous 401K contributions and paid time off
• 11 paid holidays and Equity Purchase Program eligibility
• Flexible working arrangements and travel/lodging coverage
• Future growth opportunities within the company