Intern – Financial Services / Wealth Management Intern

Position Summary

We are seeking a motivated and detail-oriented Intern to support our financial advisory team. This role provides hands-on exposure to financial planning, client service, and back-office operations within a professional wealth management environment. The ideal candidate is eager to learn about financial services, highly organized, and comfortable working with confidential information.

Key Responsibilities

• Assist with preparation and organization of client financial documents
• Support data entry and maintenance of client records in CRM systems
• Help prepare materials for client meetings, including reports and summaries
• Assist advisors with basic research on financial products, markets, and planning topics
• Support administrative tasks related to account opening and servicing
• Help process paperwork and ensure compliance-related documentation is complete
• Organize and maintain digital and physical filing systems
• Provide general office and team support as needed

Qualifications

• Currently enrolled in college or a related academic program (Finance, Business, Economics, or related field preferred)
• Strong attention to detail and organizational skills
• Proficiency in Microsoft Office, especially Excel and Word
• Strong written and verbal communication skills
• Ability to maintain confidentiality and handle sensitive financial information
• Professional, dependable, and eager to learn in a client-focused environment

Preferred (but not required)

• Interest in financial planning, investments, or wealth management
• Previous internship, office, or customer service experience
• Familiarity with basic financial concepts or terminology

Job Type

Internship (Part-time / Temporary)

Work Environment

Office-based with potential for hybrid flexibility depending on training progress and firm needs.