Finance Summer Internship - Hands-on Learning & Mentorship

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

Benefits offered by this job

Learning Experience

Coaching/Mentorship

Networking

Exposure

Job summary

PlanMember offers a summer internship at our Carpinteria, CA headquarters. Gain hands-on experience in financial services, learn from mentors, and contribute to meaningful projects with real impact. The 6–8 week program runs from early June to early August.

You will support projects, participate in training sessions, and collaborate with Operations, IT, Compliance, Sales, Investments, Marketing, Finance, and HR to build practical skills for your career.

Qualifications

• Must be enrolled in a relevant bachelor’s or master’s degree program.
• Junior or Senior standing.
• Familiarity with Microsoft Office, especially Excel, is expected.

Responsibilities

• Project Support: assist in ongoing projects by researching, gathering data, and providing administrative support.
• Learning and Development: participate in training sessions, workshops, and coaching programs to enhance skills and knowledge.
• Collaboration: work with team members and cross‑functional teams to achieve project goals.
• Problem Solving: contribute ideas and creative solutions to challenges.
• Documentation: maintain accurate records and reports for projects.
• Presentation: prepare and deliver presentations on project findings.
• Ad‑Hoc Tasks: support supervisor with various tasks as needed.

Skills

Accountability

Career interest in financial services

Willingness to learn

Communication skills

Detail orientation

Adaptability

Team collaboration

Time management

Education

Bachelor’s or Master’s degree (enrolled)

Junior or Senior standing

Microsoft Office proficiency (Excel)

Tools

Microsoft Office/Excel

Job description

PlanMember offers a summer internship at our Carpinteria, CA headquarters. Gain hands-on experience in financial services, learn from mentors, and contribute to meaningful projects with real impact. The 6–8 week program runs from early June to early August.

You will support projects, participate in training sessions, and collaborate with Operations, IT, Compliance, Sales, Investments, Marketing, Finance, and HR to build practical skills for your career.