Financial Services Intern

New

Skills

Analytical Skills Communication Skills Economics Finance Financial Planning

Support internal financial planning workflows under supervision as a Financial Services Intern. This role involves assisting in preparing financial plan components, analyses, and scenario modeling. Additionally, running planning processes in MoneyGuide, Holistiplan, and Wealth.com, conducting research, and assisting with case prep for client meetings. Observing live client meetings, participating in debriefs, and assisting in preparing client meeting materials and follow-up documentation.

Pursuing a Bachelor's degree in Financial Planning, Finance, Economics, or related field with an anticipated graduation in Winter 2026 or Spring/Summer 2027. Strong interest in obtaining the CFP designation and specializing in wealth management. The ideal candidate should possess demonstrated leadership in academics or activities, strong analytical, organizational, and problem-solving skills, effective written and verbal communication, professional presence, ability to work in a team, the capacity to learn planning software and office systems.

The role offers medical, dental, and vision insurance options, flexible spending accounts, and HSA. In addition, generous 401K contributions, paid time off, 11 paid holidays, Equity Purchase Program eligibility, flexible working arrangements, travel/lodging coverage, and future growth opportunities within the company.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

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