Financial Representative Internship

Summer 2026 Internship

At Consolidated Planning (CP), we are looking for talented people who are ready to take flight on an exciting career in financial services.  In our Summer 2026 internship, you will gain a realistic understanding of a financial services career and gain real-world experience. You will be mentored by CP's experienced financial representatives, wealth managers, and financial advisors.  You and your cohorts will learn how to build and run a financial services practice with dedicated guidance by CP's best behind you.  If you have the desire to be directly rewarded for your efforts, make a difference in people’s lives, and be in a field that offers ongoing learning, you should explore this internship opportunity.  It could be the best career decision you ever make.

SUMMER 2026 INFORMATION:

6-week program, beginning Monday, June 8, 2026, through Wednesday, July 22, 2026.

• Available in the our Charlotte office: 
  • 6115 Park South Drive, Suite 200, Charlotte, NC 28210
• Our interns will be working IN PERSON
• $2,500 (total) stipend for the summer:
  • $1,500 for June
  • $1,000 for July

WHO IS A CP INTERN?

• Current college SENIOR, graduating May 2026, August 2026, or December 2026 (talented juniors may apply)
• In one of these majors:
  • Finance
  • Financial Planning
  • Entrepreneurship
  • Business
• has an entrepreneurial spirit
• is self-motivated and committed to continual learning
• always strives to make a difference

OUR INTERNS WILL:

• Have an immersive and highly developmental experience, laying a solid foundation in the financial services field
• Gain a solid foundation in the financial services field
• Be part of an amazing cohort, connecting with peers, while learning from CP’s best financial services advisors and managers. This educational experience will be unparalleled
• Learn from CP's best financial advisors and managers
• Participate in a structured developmental program
• Have solid, real-world exposure to building client relationships, sales processes, sales skills, and learning what it takes to be successful in a financial services career
• Learn what it takes to be successful in a financial services career
• Have the opportunity to be hired by CP as an Advisor after completion of the internship…and get started on a great career!

WHAT OUR INTERNS WILL LEARN:

• CP’s philosophy and how to have a process first mindset approach to business
• hear from successful CP advisors who will tell their stories of success, how they run their business, and the language they use
• To effectively use social media strategies in business
• To use the Living Balance Sheet (LBS) which is a key to planning success
• Why “protection first”
• About insurance, 401ks, investments, annuities, retirement planning, debt management and more
• The art and the science of talking to people about their finances, how they treat money, and how they think
• About savings, cash flow, debt, deductibles, and investment gains
• How to create a business plan
• To service a client base, including soft skills
• How to prospect
• How to track prospects and business activity
• The language used in client calls and understanding of timing of client calls
• Financial organization
• Wealth building
• The art of financial storytelling
• About what the future holds for them at CP
• And more!

HOW OUR INTERNS WILL LEARN:

• In-person lectures and discussions led by experienced CP leaders
• Brainstorming with CP leaders and intern peers
• Occasional zoom sessions with subject matter experts from around the country
• Case studies
• Group discussions
• Role playing
• Videos, PowerPoints, webinars
• Hands on work with clients to implement concepts
• In-person each work day: 
  • Charlotte Interns will be in person together in the Charlotte offic