Financial Advisor Internship

Capstone Financial, LLC; Chesterfield (MO); On-site; USD 30,000 - 50,000; Full time

Benefits offered by this job

Mentorship from experienced advisors

Hands-on exposure to financial advising

Team-oriented culture with growth potential

Job summary

Capstone Financial, LLC in Chesterfield, Missouri is offering an exciting internship for college students and recent graduates in financial services. The position provides hands-on exposure to financial advising, mentorship from experienced advisors, and opportunities for professional development.

This role includes assisting with financial planning preparation, participating in business development activities, and developing essential communication and relationship-building skills. A motivated and organized individual will thrive in this fast-paced, supportive environment.

Qualifications

• Must be a current college student, recent graduate, or early-career professional interested in financial services.
• Strong communication and interpersonal skills required.
• Motivated, confident, curious, and eager to learn.

Responsibilities

• Assist with financial planning preparation, data gathering, and internal coordination.
• Participate in prospecting, event support, and outreach initiatives.
• Receive mentorship from experienced advisors and firm leaders.

Skills

Strong communication

Interpersonal skills

Organized

Motivated

Education

Current college student or recent graduate

Job description

What You'll Do

• Observe how advisors prepare for and participate in client meetings
• Assist with financial planning preparation, data gathering, follow-up tasks, and internal coordination
• Learn how holistic financial planning connects retirement, insurance, investments, and long-term goals
• Support planning and service teams with project-based work that improves the client experience

Business Development Exposure

• Participate in prospecting, event support, and outreach initiatives
• Learn how advisors build trust, generate opportunities, and create long-term relationships
• Support marketing, networking, or client appreciation efforts as needed

Professional Development

• Receive mentorship from experienced advisors and firm leaders
• Develop communication, professionalism, and relationship-building skills
• Gain insight into the habits and disciplines that drive long-term success in financial services

What Makes You a Great Fit

• Current college student, recent graduate, or early-career professional with interest in financial services
• Strong communication and interpersonal skills
• Motivated, confident, curious, and eager to learn
• Comfortable in a fast-paced, relationship-oriented environment
• Organized, dependable, and professional

Why You'll Love It Here

• Hands-on exposure to the financial advisor career path in a full-time development environment
• Mentorship from experienced advisors and firm leadership
• A high-energy, team-oriented culture with meaningful growth potential
• The opportunity to explore a career that combines purpose, relationships, and income opportunity
• A potential pathway into a full-time advisor role after the internship