Financial Advisor Intern

Aspiring financial professionals can gain invaluable, hands-on experience in wealth management through this paid internship, working directly with clients and advisors.

🎯 About the Role

This in-person, part-time internship provides meaningful exposure to real client work within a dynamic wealth management office. You will rotate across teams, learn foundational advisory skills, and support the creation and implementation of financial plans.

🛠️ Key Responsibilities

• 📈 Rotate across teams to understand the integrated wealth management model.
• 🤝 Partner with an Associate Advisor to develop advisory and planning skills.
• 📝 Assist with the creation and implementation of financial plans for clients.
• 💬 Support the Client Service Team to understand the full client experience.
• 🔍 Conduct research and assist with casework related to financial planning.
• 🧑‍🏫 Respond to client questions across key areas of financial planning under supervision.
• 💼 Shadow client meetings with Financial Advisors.

✅ Requirements & Skills

• 🎓 Currently pursuing a BS/BA in Financial Planning, Finance, Economics, or a related field.
• 🌟 Intends to pursue the CFP® designation.
• 💡 Self-motivated, curious, and eager to learn.
• 🗣️ Strong communicator who enjoys teamwork and relationship-building.
• 💻 Comfortable learning new systems, tools, and financial concepts.

🎁 Perks & Benefits

• 🏥 Medical, Dental, and Vision insurance.
• 💰 Health savings accounts with company contribution.
• 💸 Flexible spending accounts.
• ⚖️ Flexible working arrangements.
• 📈 Generous 401K contributions.
• 🏖️ Paid time off and holidays.
• ⭐ Future growth opportunities.

💰 Compensation: $20/hr

⏳ Duration: Approximately 10 hours per week

📍 Location: Addison, United States

📩 How to Apply

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