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Summer Financial Planner Internship - Client-Focused

Job in Dudley, Worcester County, Massachusetts, 01571, USA
Listing for: Nichols College
Seasonal/Temporary, Apprenticeship/Internship position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is offering a 10-week summer internship in financial planning. Interns will gain valuable hands-on experience, working directly with clients during annual reviews. Key responsibilities include applying financial concepts, participating in client meetings, and using financial planning software. Ideal candidates are students pursuing CFP® certification who possess strong communication skills and a desire to learn. The internship allows for hybrid work, providing flexibility and valuable insights into the financial planning industry.
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Position Requirements
Less than 1 Year work experience
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