Broker Check


This is a new and unique opportunity. We are seeking a current student to fill a paid intern position in the financial services industry, with the potential to convert to a full-time position after graduation. In this role, you will be a part of a team, where you will learn our operational and financial planning processes to help support the team build a more successful practice.   


  •   Track new account investment paperwork 
  •   Input client information into financial planning software 
  •   Assist with service-related tasks for client investment accounts 
  •   Complete assigned tasks from team members as requested 
  •   Help create Review documents for client review appointments
  •   Take notes during client appointments
  •   Tackle any other service and operational tasks that surface with minimal help from teammates 


  •   Current junior or senior pursuing a bachelor’s degree.
  •   Strong analytical and problem-solving skills 
  •   Strong written and verbal communication 
  •   Ability to work well with others  
  •   Strong organizational and time management skills including prioritization and the ability to meet deadlines 
  •   Ability to thrive in a fast-paced environment 
  •   High level and understanding of client confidentiality  


  •   Currently enrolled in or have complethool year ing Certificate/CFP® program 
  •   Availability to work part-time during the school year 
  •   Open to exploring both sales and non-sales roles  

Internship Questionnaire

Please download the questionnaire and then email it to with your resume and any other document you wish to include.

Internship Questionnaire