Provide personalized financial planning and investment guidance to clients, manage ongoing client relationships, maintain accurate CRM and financial planning records, educate clients on markets and portfolios, generate referrals, and support sales growth. The role requires CFP certification, advanced knowledge of financial planning areas, executive compensation expertise, strong communication, and proficiency with eMoney, Salesforce, and Microsoft Office.

Summer interns gain hands-on exposure to financial planning, investments, client service, advisory work, and wealth management operations. Responsibilities include observing client meetings, supporting team preparation, completing meaningful projects, participating in mock client presentations, collaborating across departments, and engaging in professional development, mentorship, and community activities. High-performing interns may be considered for a full-time analyst role after graduation.