2025 Summer Internship
Our summer internship program is designed for motivated college students looking to gain practical experience in a fee-only financial planning firm based on your school’s requirements. As a paid intern, you will have the opportunity to work closely with our wealth advisors, participate in client meetings, contribute to real client projects, and network with professionals.
What You’ll Do:
- Observe client meetings.
- Assist in preparing for client meetings and follow-up tasks.
- Conduct research to support financial planning strategies.
- Help analyze client financial data and create reports.
- Contribute to special projects, including financial modeling and client presentations.
- Learn about all aspects of running an advisory business, from compliance to scheduling.
- Attend networking events with local professionals.
