Financial Planning Internship
Hands-On Experience For Young Professionals
We take pride in our Financial Planning Internship Program, a transformative initiative running successfully since 2006. As of September 2024, we've welcomed our 20th intern, further solidifying our commitment to the next generation of financial planners. Our program provides aspiring financial professionals with immersive experience and comprehensive training, ultimately preparing them for a successful career.
Our program provides a comprehensive learning experience; immersing candidates in the daily life of a financial planner. Interns work closely with our Financial Advisors, Client Service Managers, Portfolio Managers, and Investment team actively participating in various financial planning aspects.
Real-World Situations
School Year 2024-2025 Intern Kristian Ayala and Director of Operations Nicholas DiFiore discuss what make the internship program unique, and how it prepares you to enter the field of financial planning.
Our Commitment To The Future
We are passionate about supporting emerging talent in the world of financial planning. Our program provides interns with a strong skill set and hands-on knowledge laying the groundwork for essential subjects covered on the CFP exam.
Internship Experience:
Our program provides a comprehensive learning experience; immersing candidates in the daily life of a financial planner. Interns work closely with our Client Service Managers, Portfolio Managers, Investment team, and Financial Advisors actively participating in various financial planning aspects.
- From Data to Plans: Learn the intricacies of creating financial plans and investment portfolios; from gathering data and conducting analyses to recommendation and plan implementation.
- Administrative Proficiency: Build administrative skills, recognizing their pivotal role in a financial planner's toolkit.
- Technology Integration: Introduction to state-of-the-art financial planning and investment software, providing valuable exposure to cutting-edge industry tools.
Program Benefits:
Practical Application: Opportunity to apply classroom knowledge to real-world scenarios, sharpening your skills and gaining invaluable experience.
Industry Insights: Through on-the-job training, gain proficiency in financial planning industry-standards and investment software, including Morningstar, Holistiplan, Money Guide Pro, RedTail, and Tamarac.
Mentorship: Benefit from mentorship by seasoned professionals, receive guidance and insights that are instrumental to career growth.
Resume Enhancement: Graduating from our program equips interns with a strong resume foundation, setting them up for success in the profession.
Post-Graduation Path:
Upon completing the program, each intern "graduates" with exceptional experience, prepared to embark on a financial planning career and well-prepared to explore opportunities.