Intern, Financial Planning

About the role

The Intern, Financial Planning will assist staff members in servicing high net worth and ultra‑high net worth clients through holistic financial planning and client relationship support. This position offers the opportunity to develop foundational 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 how advisors build relationships and solve client challenges.
• 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.
• Proficient in Microsoft Word and Excel; willingness to learn financial‑planning tools and CRM systems.

Physical Demands

The employee is regularly required to sit, stand, write, review and type reports, compile data, operate a PC, communicate, listen, and assess information. The role may involve moving about the office complex, traveling to other office locations, and lifting, pushing, pulling, or moving 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 and routinely uses 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.

Travel Requirement

None