Paid Summer Internship: Aspiring Financial Advisor & CFP Prep

UP CAP; Malvern (AR); On-site; USD 25,000 - 39,000; Full time

Job summary

Vanguard is offering a paid Summer 2027 internship aimed at current college juniors pursuing undergraduate or graduate degrees. The program emphasizes learning the personal financial planning process, understanding Vanguard's advice offerings, and supporting Personal Advisor Services clients.

You will receive mentorship from department and internship program leaders, and interact with a dedicated mentor to build professional relationships.

Qualifications

• Current college junior pursuing an undergraduate or graduate degree; GPA 3.2+ preferred.
• Enrollment in a CFP Board-Registered program is required.
• Desire to sit for the CFP exam before or after graduation.
• Must not require sponsorship or immigration support for US work authorization now or in the future.
• Effective communication, analytical, leadership, and problem-solving skills.
• Ability to work independently and collaboratively as part of a team.
• Flexibility, initiative, quick learning ability, and results orientation with multitasking skills.

Responsibilities

• Develop expertise in the personal financial planning process and deepen knowledge of Vanguard's business during the summer.
• Learn about Vanguard's advice offerings and observe how advisors serve Personal Advisor Services® clients.
• Meet regularly with your department manager and internship program manager for personalized coaching and mentorship.
• Connect with a dedicated mentor to support your navigation of the corporate environment and build professional relationships.
• Share your knowledge and experiences with leaders and your team.

Skills

Effective communication

Analytical skills

Leadership

Problem-solving skills

Teamwork

Independent work

Education

CFP Board-Registered program

Job description

Vanguard is offering a paid Summer 2027 internship aimed at current college juniors pursuing undergraduate or graduate degrees. The program emphasizes learning the personal financial planning process, understanding Vanguard's advice offerings, and supporting Personal Advisor Services clients.

You will receive mentorship from department and internship program leaders, and interact with a dedicated mentor to build professional relationships.