Intern, Financial Planning

About the role

The Intern, Financial Planning will assist staff in servicing high‑net‑worth and ultra‑high‑net‑worth clients through holistic financial planning and client‑relationship support. This internship offers hands‑on experience developing advisory, consultative, communication, emotional‑intelligence, and business‑development skills by supporting advisors with client onboarding, meeting preparation, financial‑plan creation, and delivering an exceptional client experience.

Responsibilities

• Support client onboarding by preparing and processing necessary paperwork.
• Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
• Observe client meetings (where appropriate) to learn relationship‑building and problem‑solving techniques.
• Participate in client‑meeting follow‑up tasks, including documentation, research, and solution development.
• Contribute ideas during team discussions on improving client service and business‑development opportunities.
• Support client‑service activities such as account maintenance and money‑movement processes.
• Use financial‑planning and CRM software to assist with plan development and data management.
• Assist with data entry, plan modeling, and compiling plan deliverables.
• Collaborate with team members on special projects and client‑service initiatives.

Requirements

• Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the internship start.
• Demonstrated leadership experience through work or extracurricular activities.
• Preferred: Major in wealth management, financial planning, finance, or a related field.
• Preferred: Interest in a client‑facing advisory career focused on business development and relationship management.

Skills

• Strong customer‑service orientation.
• Excellent organizational and time‑management abilities.
• Detail‑oriented with solid analytical and problem‑solving skills.
• Comfortable contributing ideas in group settings.
• Clear and professional written and verbal communication.
• Ability to explain complex topics in a simple, relatable way.
• Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations.
• Proficiency in Microsoft Word and Excel; willingness to learn financial‑planning tools and CRM systems.

Physical Demands and Requirements

The role regularly requires sitting, standing, writing, reviewing and typing reports, compiling data, operating a PC, communicating, listening, and assessing information. The employee may move about the office complex, travel to other office locations, and lift, push, pull, or move 10–15 pounds. Visual requirements include distant, close, and color vision, and the ability to adjust focus.

Work Environment

This position operates in a professional office environment, routinely using standard office equipment such as laptop computers, photocopiers, and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.