Paid, in-person, part-time internship ($20/hr) gaining exposure to real client work.
Rotate across teams in integrated wealth management model; work with CFP professionals and
Assist with creation/implementation of financial plans for real clients.
Support Client Service Team to understand full client experience.
Research and assist with casework related to financial planning and operations.
Under CFP supervision, respond to client questions across planning areas.

🎯 Requirements

Currently pursuing BS/BA in Financial Planning, Finance, Economics, or related field.
Intends to pursue CFP designation.
Self-motivated, curious, eager to learn; strong communicator; team and relationship skills.
Comfortable learning new systems, tools, and financial concepts.

🎁 Benefits

Competitive base pay and extensive benefits package.
Benefits include medical/dental/vision, HSA with company contributions, FSAs, flexible working

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