Advisory Services Intern- Summer 2027

First Roles; United States; On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

Summer internship

Job summary

Stifel invites motivated students to join the Advisory Services Internship. You will engage with advisory programs supporting financial advisors, branches, and clients.

Work alongside experienced team members and gain exposure to program management, advisor support, business operations, analytics, compliance considerations, and emerging technology. You will assist with research, reporting, data analysis, and project work while learning Microsoft Copilot, Thomson One, and wealth-management tools.

Qualifications

• Currently pursuing a degree in Business, Finance, Analytics, Economics, or related field.
• Completion of at least one year of college coursework preferred.
• Interest in finance, investing, wealth management, business operations, data analytics.

Responsibilities

• Assist with research, reporting, quality reviews, and special projects that help enhance Advisory programs and services.
• Review business and program data, identify trends, and translate findings into insights for the team and leadership.
• Participate in job shadowing, program rotations, and learning opportunities across multiple Advisory teams.
• Explore how technology, including Microsoft Copilot and other AI tools, can improve efficiency and data analysis.
• Collaborate with interns on a summer-long project and present recommendations to Advisory leadership.

Skills

Analytical thinking

Problem-solving

Written communication

Verbal communication

Organization

Education

Pursuing degree in Business/Finance/Analytics/Economics

Completed at least 1 year of college coursework

Tools

Microsoft Copilot

Thomson One

Reporting tools

Wealth management apps

Excel

Word

PowerPoint

Outlook

Job description

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Lets talk about how you can find your place here at Stifel, where success meets success.

The Advisory Services Intern will be involved in Stifel's advisory programs and see how the group supports financial advisors, branches, and clients. The intern will work alongside experienced team members and gain exposure to program management, advisor support, business operations, analytics, compliance considerations, and emerging technology. This role offers hands-on assignments, job shadowing, program rotations, and a summer-long group project. The intern will assist with research, reporting, process improvement, and special initiatives while developing a broader understanding of the financial services industry.

• Assist with research, reporting, quality reviews, and special projects that help enhance Advisory programs and services.
• Review business and program data, identify trends, and help translate findings into meaningful insights for the team and leadership.
• Participate in job shadowing, program rotations, and learning opportunities across multiple Advisory teams.
• Explore how technology, including Microsoft Copilot and other AI tools, can improve efficiency, communication, and data analysis.
• Collaborate with fellow interns on a summer-long project and present recommendations to Advisory leadership.
• Curiosity about finance, investing, wealth management, business operations, data analytics, or related fields.
• Strong analytical and problem-solving skills, with an interest in understanding what data can tell us.
• Clear written and verbal communication skills.
• Ability to stay organized, manage multiple assignments, and collaborate with teammates.
• A positive, proactive mindset and willingness to learn, ask questions, receive feedback, and share ideas.
• Minimum Required: Currently pursuing a degree in Business, Finance, Accounting, Business Analytics, Economics, or another related field.
• Preferred: Completion of at least one year of college coursework.
• Comfort using Microsoft Excel, Word, PowerPoint, and Outlook for school, work, or projects.
• Interest in learning Microsoft Copilot, Thomson One, BETA, reporting tools, and other wealth management applications.

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Lets talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.