Financial Planning Internship | Franklin, TN →

Aboundwealth

Franklin (TN)

Hybrid

USD 21,000 - 30,000

Full time

14 days+
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Job summary

Abound Wealth in Franklin, TN is offering a paid Financial Planning Internship. The program targets college students pursuing financial planning and provides early client interaction and real-world experience. Interns will support the advisory team with meeting prep and follow-up, CRM record-keeping, and learning about client accounts and investing.

The internship is scheduled for 30-35 hours per week with a deadline of October 31, 2026.

Qualifications

  • We are looking for high-caliber college students who are pursuing a career in financial planning.
  • Interns will have the opportunity to assist the advisory team with all aspects of client meeting prep and follow-up
  • Interns will maintain client records in CRM
  • Interns will learn about investing client accounts

Responsibilities

  • assist the advisory team with all aspects of client meeting prep and follow-up
  • maintain client records in CRM
  • learn about investing client accounts

Job description

Financial Planning Internship | Franklin, TN

We are looking for high-caliber college students who are pursuing a career in financial planning. Our firm, Abound Wealth, is growing from The Money Guy Show , and we are looking to grow our team with soon-to-be world-class financial planners.

We believe in providing early opportunities to interact with clients, gain real-world experience, and apply classroom concepts. While learning from all members of the advisory team, interns will have the opportunity to assist the advisory team with all aspects of client meeting prep and follow-up, maintain client records in CRM, and learn about investing client accounts. Additionally, interns will have specific research and presentation opportunities to add value to the firm.

This is a paid internship with 30-35 hours scheduled per week.

The deadline for applications is October 31, 2026.

Qualifications
Perks
READY TO APPLY?

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First Name * Last Name * What role are you applying for? * Use the role as listed at the top of this page (i.e. "Financial Planning Associate" or "Social Media Producer") Email Address * Phone Number * Zip/Postal Code * Are you legally authorized to work in the United States? *
  • Yes
  • No
Will you now or in the future require employer sponsorship to obtain or maintain work authorization in the United States? *
  • Yes
  • No
Graduation date If you're applying for an internship, please fill out this field. Otherwise, leave blank. Name of CFP® Registered Program If you're applying for an internship, please fill out this field. Otherwise, leave blank. Upload your resume here. * Upload additional files (such as a cover letter or portfolio) here. You can upload multiple files, but it must be done by selecting all items all at once, then clicking "upload". If you upload one at a time, clicking the "upload" button for the second time will overwrite your first file. Include a Message (optional) Get free advice from The Money Guy Show!

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