Intern - Financial Services / Wealth Management Intern

Position Summary: We are seeking a motivated and detail-oriented Intern to support our financial advisory team. This role provides hands-on exposure to financial planning, client service, and back-office operations within a professional wealth management environment. The ideal candidate is eager to learn about financial services, highly organized, and comfortable working with confidential information.

Key Responsibilities: Assist with preparation and organization of client financial documents

Qualifications: Currently enrolled in college or a related academic program (Finance, Business, Economics, or related field preferred) Strong attention to detail and organizational skills Proficiency in Microsoft Office, especially Excel and Word Strong written and verbal communication skills Ability to maintain confidentiality and handle sensitive financial information Professional, dependable, and eager to learn in a client-focused environment Preferred (but not required) Interest in financial planning, investments, or wealth management Previous internship, office, or customer service experience Familiarity with basic financial concepts or terminology Job Type Internship (Part-time / Temporary) Office-based with potential for hybrid flexibility depending on training progress and firm needs.