Financial Advising & Leadership Internship Program

Job Description

• Wealth management internship providing hands-on exposure to financial advising, financial planning, investment strategies, retirement planning, insurance solutions, and business development.
• Schedule and conduct introductory client meetings under the guidance of experienced financial advisors; observe client meetings and financial planning discussions.
• Analyze case studies, work through practical client scenarios, and learn to identify client needs and create personalized financial strategies.
• Applicants must be pursuing a bachelor's degree in Finance, Economics, Business, or a related field and have a minimum 3.0 cumulative GPA.
• Requires strong communication and interpersonal skills, relationship-building ability, resilience, self-motivation, coachability, and eagerness to learn; current or future visa sponsorship, including OPT or CPT authorization, is not available.