Intern, Financial Planning

Assist financial advisors in servicing high-net-worth clients through holistic financial planning and relationship support. This internship offers hands-on experience in client onboarding, meeting preparation, financial plan creation, and delivering exceptional client service. Develop foundational advisory, communication, and business development skills.

• Support client onboarding and account maintenance
• Assist with meeting preparation and financial plan development
• Observe client meetings and participate in follow-up tasks
• Collaborate on team projects and client service initiatives
• Pursuing a bachelor's or master's degree
• Strong customer service and communication skills