2027 Wealth Management Summer Internship

Waggoner Financial; Lansing (MI); On-site; USD 28,000 - 34,000; Part time

Benefits offered by this job

Competitive hourly pay

Flexible scheduling

Mentorship from CFP professionals

Path to full-time offer

Job summary

Waggoner Financial in New York is seeking a college junior or senior to assist advisors with client meeting prep, including agenda building, portfolio review materials, and research support. You will help with data entry, onboarding documentation, and observe advisor-client interactions.

This paid internship offers hands-on planning work—retirement projections, cash flow summaries, benefits comparisons—plus mentorship from CFP professionals, flexible scheduling around class commitments, a

Qualifications

• Pursuing a bachelor’s degree in finance, economics, accounting, or related field.
• Interest in financial planning, wealth management, or CFP pathway.
• Comfort with learning new software platforms.
• Strong written and verbal communication skills.

Responsibilities

• Assist advisors with client meeting preparation, including agenda building and portfolio materials.
• Support data entry and maintenance within CRM and portfolio systems.
• Help prepare financial planning materials like retirement projections and cash flow summaries.
• Conduct research on investment products, market trends, and planning strategies under supervision.
• Assist with client onboarding documentation and account paperwork.

Skills

Communication skills

Attention to detail

Independence / self-management

Time management

Software learning ability

Written and verbal communication

Education

Pursuing Bachelor's degree in Finance/Economics/Accounting

Tools

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.