Financial Planning Intern

Avior Wealth Management, LLC; Minneapolis (MN); On-site; USD 21,000 - 34,000; Part time

Benefits offered by this job

Academic credit

Mentorship by CFP

Job summary

Avior Wealth Management, LLC is a CFP-led financial planning and tax firm offering an internship designed for students pursuing a career in financial planning. Interns work alongside credentialed professionals on real client work, gaining hands-on experience in a fee-based practice.

You will gain proficiency in Salesforce, Right Capital, MoneyGuide Pro, and Holistiplan while developing planning and client-facing skills under mentorship.

Qualifications

• Comfort learning new software; prior exposure to Excel or financial tools is a plus.
• Strong written and verbal communication; professional demeanor in client-facing environments
• Ability to handle sensitive client financial information with the utmost confidentiality

Responsibilities

• Shadow/assist CFP professionals on client-focused financial planning tasks.
• Draft data collection letters to gather essential client information.
• Type meeting notes in Salesforce and keep client records updated.
• Assist planners with analysis and plan updates ahead of client meetings.
• Research planning questions as they arise.
• Review wills, trusts, and estate documents with guidance.

Job description

Avior Wealth Management is a fee-based, CFP®-led financial planning and tax firm dedicated to helping clients plan with intention and live with purpose. Our internship is designed for students serious about a career in financial planning — not a passive observation experience, but an active role embedded within our planning team. Interns work alongside credentialed professionals, contribute to real client work, and leave with a meaningful understanding of what comprehensive wealth management looks like in practice.

QUALIFICATIONS

• Education — Currently pursuing a degree in Financial Planning, Finance, Accounting, Economics, or a related field
• CFP® Path — Enrollment in or completion of a CFP® Board-registered education program is preferred
• Technical Aptitude — Comfort learning new software; prior exposure to Excel or financial tools is a plus
• Communication — Strong written and verbal skills; professional demeanor in client-facing environments
• Discretion — Ability to handle sensitive client financial information with the utmost confidentiality

IDEAL CANDIDATE

We are looking for someone who:

• Understands that financial planning is a service profession — and takes genuine pride in serving clients
• Takes initiative, asks thoughtful questions, and is eager to learnIs comfortable in a client-focused, relationship-driven environment
• Approaches work with care, precision, and a service mindset
• Has an interest in the CFP® designation or a career in comprehensive financial planning
• Aligns with Avior’s core values of integrity, excellence, and genuine care for clients

WHAT YOU’LL GAIN

• Real-World Experience — Hands-on exposure to the daily work of a CFP®-led planning and tax firm
• Software Proficiency — Working knowledge of Salesforce, Right Capital, MoneyGuide Pro, and Holistiplan
• Planning Acumen — A foundational understanding of comprehensive financial planning across all disciplines
• Professional Network — Direct mentorship from CFP® professionals and access to Avior’s broader team
• Portfolio-Ready Work — A completed personal financial plan and a researched planning presentation
• Career Clarity — A clear picture of what a career in comprehensive financial planning looks like in practice

COMPENSATION

This is a paid internship. Compensation is structured as follows:

• Pay Structure — Hourly compensation commensurate with experience and academic standing
• Hours — Flexible scheduling; part-time during the semester, full-time available during summer
• Academic Credit — Avior is happy to coordinate with your institution to fulfill internship credit requirements

PLAN WITH INTENTION. LIVE WITH PURPOSE.

The Avior Financial Planning Internship provides students hands-on exposure to the tools, processes, and client-facing work that define financial planning practice. Avior’s planners are CERTIFIED FINANCIAL PLANNER™ professionals, and our planning process is built around the CFP® philosophy of comprehensive, client-centered advice. Interns will learn and work within this framework — gaining an understanding of what it means to deliver truly holistic financial planning that addresses every dimension of a client’s financial life. This internship is flexible in timing and may occur during the academic semester or over a summer term.

Avior’s planning team is comprised of CERTIFIED FINANCIAL PLANNER™ professionals. The CFP® designation represents the gold standard in financial planning, requiring rigorous education, examination, experience, and an ongoing commitment to ethical practice. Interns will learn what it means to plan comprehensively — going beyond investments to address cash flow, insurance, taxes, retirement, estate planning, and more — always anchored by the client’s goals and values.

SOFTWARE & SYSTEMS

• Salesforce CRM — Platform navigation, client record management, and activity logging
• MoneyGuide Pro — Build and update client financial plans using industry-leading planning software
• Holistiplan — Tax planning and analysis including Roth conversion strategies and tax-efficient distributions

PLANNING SUPPORT

• Data Collection Letters — Draft DCLs to gather essential client financial information
• Meeting Notes — Type up and log notes in Salesforce following client and advisor meetings
• Plan Preparation — Assist planners with analysis and plan updates ahead of client meetings
• Research — Answer planning questions raised by planners or advisors as they arise
• Estate Documents — Review client wills, trusts, and estate plans; learn to read legal materials and illustrate the flow of assets in the event of a client’s passing

CLIENT INTERACTION

• Meeting Observation — Shadow financial planners during advisor and client meetings to observe real-world planning conversations

PROFESSIONAL DEVELOPMENT

• Personal Financial Plan — Build a plan in MoneyGuide Pro to develop first-hand familiarity with the process and apply concepts to their own financial future
• Capstone Presentation — Research and present on a financial planning topic of their choice to the planning department near the conclusion of the internship