2027 Wealth Management Summer Internship

Waggoner Financial; Lansing (MI); On-site; USD 22,000 - 30,000; Part time

Benefits offered by this job

Mentorship from CFP professionals

Flexible scheduling around class work

Potential path to full-time offer

Small-firm environment with senior-led

Job summary

Waggoner Financial offers a hands-on internship to support advisors with meeting prep, research, and documentation. You will gain exposure to retirement projections, cash flow analyses, and portfolio reviews while learning under CFP professionals.

This role emphasizes independent work, strong written and verbal communication, and the opportunity for a full-time offer after graduation. Flexible scheduling around classes and a small-firm environment are highlighted.

Qualifications

• Pursuing a bachelor’s degree in Finance, Economics, Accounting, or related field.
• Rising junior or senior preferred.
• Strong interest in financial planning, wealth management, or the CFP path.
• Proficiency in Microsoft Excel and Word; comfort learning new software platforms.
• Strong written and verbal communication skills.
• High attention to detail and ability to handle sensitive client information with discretion.
• Ability to work independently and manage multiple tasks in a fast-paced office environment.
• Direct mentorship from CFP professionals, including advisor shadowing and client meeting exposure.
• Hands-on experience with real planning work: retirement projections, benefits analysis, and portfolio review materials.

Responsibilities

• Assist advisors with client meeting preparation, including agenda building and portfolio review materials.
• Provide data entry and maintenance within CRM and portfolio management systems.
• Help prepare financial planning materials, including retirement projections and cash flow summaries.
• Conduct research on investment products, market trends, and planning strategies under advisor supervision.
• Assist with client onboarding documentation and account paperwork.
• Attend client meetings as appropriate to observe advisor-client interaction.

Skills

CRM systems

Excel

Communication

Attention to detail

Time management

Independent work

Mentorship

Research

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

CRM software

Portfolio management systems

Microsoft Excel

Microsoft Word

Job description

• Assist advisors with client meeting preparation, including agenda building, portfolio review materials, and research support.

• Support data entry and maintenance within CRM and portfolio management systems.

• Help prepare financial planning materials, including retirement projections, cash flow summaries, and benefits comparisons.

• Conduct research on investment products, market trends, and planning strategies under advisor supervision.

• Assist with client onboarding documentation and account paperwork.

• Attend client meetings as appropriate to observe advisor-client interaction.

• Currently pursuing a bachelor’s degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred.

• Strong interest in financial planning, wealth management, or the CFP path.

• Proficiency in Microsoft Excel and Word; comfort learning new software platforms.

• Strong written and verbal communication skills.

• High attention to detail and ability to handle sensitive client information with discretion.

• Ability to work independently and manage multiple tasks in a fast-paced office environment.

• Direct mentorship from CFP professionals, including advisor shadowing and client meeting exposure.

• Hands-on experience with real planning work: retirement projections, benefits analysis, and portfolio review materials.

• Competitive hourly pay.

• Flexible scheduling around class commitments.

• Small-firm environment with direct access to senior advisors and leadership.

• Potential path to a full-time offer upon graduation.