Summer Intern

Summer Intern 2026

Department: Internships

Employment Type: Internship

Location: Tampa, FL

Compensation: $20.00 / hour

We are seeking a highly motivated and dynamic individual to join our team as a Summer Intern. In this role, you will be involved in various tasks and projects related to the organization. We have multiple departments seeking interns, including:
Finance, Marketing, Business Development, Operations, Compliance, and our Investments team. We are seeking candidates entering their final year or semester of college, or recent graduates. We are seeking motivated early-career professionals who are eager to grow with our team long-term. Here are some common responsibilities and opportunities you might encounter:

1. Department-Specific Needs:

• Learn the ins and outs of your department and meaningfully contribute to team goals
• Provide support to department team members as assigned.
• Help prepare reports, marketing materials, and other documents as needed.

2. Administrative Support:

• Assist with administrative tasks such as data entry, document management, and filing.
• Update information in the firm's CRM system and maintain accurate records.
• Create systems and processes for organization and workflow as needed.

3. Compliance Knowledge:

• Learn about regulatory requirements governing investment advisory services.
• Assist in ensuring compliance with industry regulations and internal policies.
• Participate in compliance training sessions and help maintain compliance-related documentation.

4. Professional Development:

• Actively participate in training sessions and learning opportunities provided by the firm.
• Seek feedback from supervisors and peers to improve performance and enhance skills.
• Take initiative to expand knowledge of financial services industry practices and regulations.

• Currently pursuing a degree in finance, economics, business, or a related field and either entering final year or semester of college, or recent graduate.
• Strong interest in financial services, retirement planning, and investment management.
• Excellent analytical skills and attention to detail.
• Proficiency in Microsoft Office suite, particularly Excel and PowerPoint.
• Effective communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Previous internship or work experience in finance or related fields is a plus.

Location / Schedule

• This position will work from our downtown Tampa, FL location
• Candidates must have own housing option for the duration of the internship
• This position will be on a part time basis working Monday-Thursday 9:00 am – 5:00 pm
• Internship will be 10 weeks beginning in May 2026 – Exact date TBD
• Occasional evening/weekend hours may be requested.
• Travel up to 10%

Job Type

• Temporary, Part-Time, Non-Exempt

Not offered for part-time employees.