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Wealth Management Summer 2027 Internship

Waggoner FinancialLansing, Michigan🇺🇸United StatesPosted 11 Aug 2026

Why This Role Stands Out

This internship offers invaluable hands-on experience in wealth management, providing direct mentorship from CFP® professionals and exposure to comprehensive financial planning. You'll gain critical skills in client interaction and financial analysis within a supportive, small-firm environment, with competitive compensation and a potential path to a full-time role. If you're a driven finance student eager to learn and contribute, this is an exceptional opportunity to launch your career.

Quick Overview

Work Type
On Site
Schedule
Temporary

Job Description

  • Assist advisors with client meeting preparation, including agenda building, portfolio review materials, and research support.
  • Support data entry and maintenance within CRM and portfolio management systems.
  • Help prepare financial planning materials, including retirement projections, cash flow summaries, and benefits comparisons.
  • Conduct research on investment products, market trends, and planning strategies under advisor supervision.
  • Assist with client onboarding documentation and account paperwork.
  • Attend client meetings as appropriate to observe advisor-client interaction.
  • Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred.
  • Strong interest in financial planning, wealth management, or the CFP® path.
  • Proficiency in Microsoft Excel and Word; comfort learning new software platforms.
  • Strong written and verbal communication skills.
  • High attention to detail and ability to handle sensitive client information with discretion.
  • Ability to work independently and manage multiple tasks in a fast-paced office environment.
  • Direct mentorship from CFP® professionals, including advisor shadowing and client meeting exposure.
  • Hands-on experience with real planning work: retirement projections, benefits analysis, and portfolio review materials.
  • Competitive hourly pay.
  • Flexible scheduling around class commitments.
  • Small-firm environment with direct access to senior advisors and leadership.
  • Potential path to a full-time offer upon graduation.

Skills

CRM
Data Entry
Microsoft Excel
Onboarding
Portfolio Management
Scheduling

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