Financial Planning Intern

What You’ll Do

As a Financial Planning Intern, you will work closely with one of our lead advisors and our client‑service team to support high‑quality planning and client experiences.

Your responsibilities will include:

Financial Planning Support

• Gather, organize, and input client financial data into our planning software and CRM systems 
• Perform initial data analysis—cash flow summaries, net worth updates, planning inputs, and scenario preparation
• Assist with drafting planning recommendations and identifying key issues for advisor review
• Prepare projections, charts, and planning deliverables under advisor guidance

Client Service & Administrative Support

• Assist with preparing client meeting materials, including agendas, reports, and financial summaries 
• Help ensure timely, accurate follow‑up and documentation after client interactions

Operational & Compliance Support

• Support workflows that ensure everything gets completed on time and documented properly

Internal Projects & Learning

• Participate in team meetings and planning discussions to understand advisor thinking and client strategy
• Contribute ideas that improve client experience, internal processes, or planning quality 
• Work on special projects related to planning, investments, or operations as your skillset grows

Who You Are

If you see yourself here, you’ll thrive:

• You have excellent attention to detail—accuracy matters to you.
• You’re proactive, curious, and eager to learn how real financial planning works.
• You communicate clearly and enjoy making complex topics easier to understand.
• You’re dependable, organized, and comfortable managing multiple tasks at once.
• You like using technology to make work more efficient.
• You’re a team player who brings a positive, solutions‑oriented mindset.
• You’re genuinely motivated by helping people improve their financial lives.

What You Bring

We’re flexible for the right candidate, but you should have:

• Enrollment in (or recent completion of) a finance, financial planning, accounting, economics, or related program
• Strong interest in pursuing a financial planning or advisory career path
• Excellent written and verbal communication skills
• Strong proficiency with Microsoft 365 
• Comfort working with numbers, spreadsheets, and financial data
• Ability to maintain confidentiality and handle sensitive information professionally

What You’ll Gain

This is a hands‑on internship designed to build real‑world competence and confidence.

You will get exposure to:

• Comprehensive financial planning processes
• Client meeting preparation and follow‑up
• CRM and planning software used by professional advisory firms
• Investment operations and custodial processes
• Workflow management and operational organization
• Advisor decision‑making and client relationship management

You’ll walk away with experience that many entry‑level planning roles require—and a strong foundation for future advancement within a financial planning career path.