CFP Internship: Hands-on Financial Planning

Shell Lubricants Hub Hamburg; Milwaukee (WI); On-site; USD 22,730 - 41,328; Full time

Benefits offered by this job

Travel reimbursement

Mileage reimbursement

Company-provided housing

Job summary

Shell Lubricants Hub Hamburg is seeking a Certified Financial Planner (CFP) Intern for Summer 2026 in Milwaukee, WI. The internship runs from June 1 to August 7 and offers a full-time, onsite experience with relocation assistance and company-provided housing.

Responsibilities include preparing financial plans, conducting investment research, and assisting with various projects. Candidates should be starting their senior year in a CFP accredited program, possess strong communication skills, and have a client-first attitude.

Qualifications

• Must be starting senior year of college in a CFP accredited program.
• Demonstrated effective oral and written communication skills.
• Ability to handle various duties and meet deadlines.

Responsibilities

• Prepare financial plans and portfolio administration.
• Conduct investment research, reporting, and analysis.
• Assist with various projects in financial services.

Skills

Analytical ability

Communication skills

Client-first attitude

Teamwork

Problem-solving

Education

Senior year in a CFP accredited program

Job description

Shell Lubricants Hub Hamburg is seeking a Certified Financial Planner (CFP) Intern for Summer 2026 in Milwaukee, WI. The internship runs from June 1 to August 7 and offers a full-time, onsite experience with relocation assistance and company-provided housing.

Responsibilities include preparing financial plans, conducting investment research, and assisting with various projects. Candidates should be starting their senior year in a CFP accredited program, possess strong communication skills, and have a client-first attitude.