Paid Financial Planning Intern - Client Research

Aboundwealth; Franklin (TN); Hybrid; USD 21,000 - 30,000; Full time

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

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.