Financial Planning Intern

The Financial Planning Summer Intern will support the Advanced Planning Team, a centralized group of financial planners serving advisors and clients. This role is designed for students interested in financial planning, wealth management, or accounting who want hands-on exposure to financial planning and tax concepts. The intern will assist with analysis, research, and plan preparation while learning how comprehensive financial advice is delivered.

Key Responsibilities:

• Assist in preparing components of financial plans for prospective and existing clients, including retirement projections, cash flow analysis, Social Security estimates, education funding, and basic tax planning scenarios

• Support senior planners by gathering client data, running planning software reports, and organizing plan deliverables

• Use financial planning tools (e.g., eMoney, MoneyGuide, Holistiplan, Social Security tools) under supervision to generate projections and summaries

• Conduct research on financial planning and tax-related topics and summarize findings for the planning team

• Help review financial plans and presentations for accuracy, clarity, and completeness

• Participate in team meetings and observe advisor and client interactions to gain exposure to the planning process

• Assist in developing educational materials and internal resources for advisors and clients

• Collaborate with team members across Wealth Solutions on assigned projects

Qualifications:

• Currently pursuing a bachelor’s or master’s degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field

• Interest in financial planning, wealth management, and tax concepts.

• CFP® or CPA track is strongly preferred

Skills:

• Strong analytical and problem-solving skills

• High attention to detail and strong organizational skills

• Ability to learn new tools and concepts quickly

• Clear written and verbal communication skills

• Proficiency in Microsoft Excel, Word, and PowerPoint

• Professional, ethical mindset and eagerness to learn in a team environment

Internship Details:
Hourly wage: $17.00 per hour
Duration: June 8, 2026- August 14, 2026

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.