Wealth Management Summer 2027 Internship

<ul>
<li>Assist advisors with client meeting preparation, including agenda building, portfolio review materials, and research support.</li>
<li>Support data entry and maintenance within CRM and portfolio management systems.</li>
<li>Help prepare financial planning materials, including retirement projections, cash flow summaries, and benefits comparisons.</li>
<li>Conduct research on investment products, market trends, and planning strategies under advisor supervision.</li>
<li>Assist with client onboarding documentation and account paperwork.</li>
<li>Attend client meetings as appropriate to observe advisor-client interaction.</li>
</ul><h2>Requirements</h2><ul>
<li>Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred.</li>
<li>Strong interest in financial planning, wealth management, or the CFP® path.</li>
<li>Proficiency in Microsoft Excel and Word; comfort learning new software platforms.</li>
<li>Strong written and verbal communication skills.</li>
<li>High attention to detail and ability to handle sensitive client information with discretion.</li>
<li>Ability to work independently and manage multiple tasks in a fast-paced office environment.</li>
</ul><h2>Benefits</h2><ul>
<li>Direct mentorship from CFP® professionals, including advisor shadowing and client meeting exposure.</li>
<li>Hands-on experience with real planning work: retirement projections, benefits analysis, and portfolio review materials.</li>
<li>Competitive hourly pay.</li>
<li>Flexible scheduling around class commitments.</li>
<li>Small-firm environment with direct access to senior advisors and leadership.</li>
<li>Potential path to a full-time offer upon graduation.</li>
</ul>