Financial Advisor Internship

Capstone Financial, LLC; Overland Park (KS); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Mentorship from experienced advisors

Hands-on exposure to financial advisory career

Opportunity for potential full-time role post-internship

Job summary

Capstone Financial, LLC is looking for a motivated Financial Advisor Intern to gain real-world experience in wealth management. This full-time internship offers exposure to financial planning and mentorship from experienced advisors.

Interns will assist in client meetings, participate in business development initiatives, and develop essential skills in a supportive, high-energy environment.

Qualifications

• Interest in financial services and wealth management.
• Comfortable in a fast‑paced, relationship‑oriented environment.
• Professionalism and dependability.

Responsibilities

• Observe how advisors prepare for client meetings.
• Assist with financial planning and data gathering.
• Participate in prospecting and outreach initiatives.
• Receive mentorship from experienced advisors.

Skills

Strong communication

Interpersonal skills

Organized

Motivated and eager to learn

Education

Current college student or recent graduate

Job description

About Us

At Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long‑term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and the kind of environment where motivated people can grow fast.

The Role

We are seeking a motivated, outgoing, and coachable Financial Advisor Intern who wants real‑world exposure to a career in wealth management and financial planning. This full‑time internship is built for someone who is energized by people, curious about business, and interested in a career that blends relationship‑building, influence, and meaningful client impact.

You will gain hands‑on exposure to how advisors prepare for meetings, support clients, uncover opportunities, and build a successful practice. This is more than observation—it is a front‑row seat to how a planning‑focused business grows.

This role is best suited for someone who is eager to learn quickly, communicates well, and wants to build confidence in a fast‑moving, people‑centered environment.

What You’ll Do

Advisor & Planning Exposure

• 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 skillsGain 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