Finance Summer Internship: Hands-on Learning & Mentorship

PlanMember Financial Corporation; Carpinteria (CA); On-site; USD 28,000 - 32,000; Full time

Job summary

PlanMember Financial Corporation in Carpinteria, CA is offering a six to eight week summer internship on-site at our Carpinteria headquarters. Interns will gain hands-on experience in the financial services industry, work with experienced professionals, and contribute to meaningful projects across multiple departments.

Participants will learn through coaching and mentorship, with opportunities to develop essential skills, including data research, presentations, and cross-functional

Qualifications

• Excellent communication and interpersonal skills are essential.
• Detail-oriented and organized with the ability to manage multiple tasks.
• Proactive, able to collaborate with cross-functional teams and take initiative.

Responsibilities

• Project Support: Assist in ongoing projects by conducting research, gathering data, and providing administrative support.
• Learning and Development: Participate in training sessions, workshops, and coaching programs to enhance your skills and knowledge.
• Collaboration: Work collaboratively with team members and cross-functional teams to achieve project goals and objectives.
• Problem Solving: Contribute to problem-solving initiatives by offering fresh perspectives and creative solutions.
• Documentation: Maintain accurate records, reports, and documentation related to your projects and tasks.
• Presentation: Prepare and deliver presentations on your project’s findings or related topics.
• Ad-Hoc Tasks: Assist with various ad-hoc tasks and assignments as directed by your supervisor/manager.

Skills

Excellent communication

Interpersonal skills

Detail-oriented

Time management

Adaptability

Education

Enrolled in a relevant bachelor’s or master’s degree program

Tools

Microsoft Office / Excel

Job description

PlanMember Financial Corporation in Carpinteria, CA is offering a six to eight week summer internship on-site at our Carpinteria headquarters. Interns will gain hands-on experience in the financial services industry, work with experienced professionals, and contribute to meaningful projects across multiple departments.

Participants will learn through coaching and mentorship, with opportunities to develop essential skills, including data research, presentations, and cross-functional