Hands-on experience in building a financial planning practice
Gain guidance, connections, and tools to develop skills
Engage with experts and learn how financial strategies and solutions are introduced to clients
Real-world experience in prospecting, networking, and business strategy
Training in proprietary planning software and licensing (Life, Accident, Health insurance)
Opportunities for certifications (Series 6 & 63, CFP®)
Weekly coaching and professional development
Access to leadership programs and recognition events

Full-time students (juniors and seniors preferred)
Ambitious, with a curiosity for business development
Highly involved on campus (leader, athlete, campus orgs, student government, etc.)
Excellent time-management skills
Business savvy and desire to increase critical thinking abilities
Professional: Coachable, responds well to accountability, strong communication skills, articulate
Financial service interest: Financially motivated, capacity for hard work, interest in making an impact with others
Key characteristics: Motivated, competitive, willingness to overcome obstacles/deal with adversity

Financial Planning Intern

Key skills