Financial Planning Internship

A&I Wealth Management is a growing provider of wealth management services for individuals, families, and business owners.

How to Apply

A&I Wealth Managementis a family-owned wealth management firm. We offer supportive training, a fun and caring team, and opportunities for advancement.

Submit cover letter and resume

Requirements for the Internship

Mature, team player
Client-focused, empathetic
Interested in learning
Comfortable with complexity
CFP students strongly preferred
College degree or college student

Duties and opportunities for the intern

Assist in data gathering, data input for financial planning team
Collaboration with team members
Preparing paperwork
Conducting research
Administrative tasks and duties as assigned

We offer

Camaraderie with great people
A caring, professional and pleasant team atmosphere
Exceptional office space
Competitive compensation
Great learning opportunity

Potential full-time employment and a path to becoming a CFP practicioner