Paid Wealth Management Internship — Hands-On Experience

Financial Symmetry, Inc.; Raleigh, Northern (NC, KY); Hybrid; USD 25,000 - 30,000; Part time

Benefits offered by this job

Paid internship

Modern office environment

Collaboration with advisors and staff

Job summary

Financial Symmetry, Inc. in Raleigh, NC offers a wealth management internship providing hands-on experience in financial planning, investments, and client service.

Interns will learn within a fee-only fiduciary environment and collaborate with advisors and operations staff. The program includes multiple tracks (Fall–Spring, Spring–Summer, Summer) with hours ranging from 15 to 35 per week and a focus on tax planning, wealth management operations, and client experience.

Qualifications

• Undergraduate student status pursuing finance or accounting major.
• Strong interest in wealth management and financial planning.
• Excellent attention to detail and professional communication skills.

Responsibilities

• Assist advisors with wealth management tasks and client materials.
• Support tax planning and tax return preparation processes.
• Participate in investment operations and client onboarding improvements.

Job description

Financial Symmetry, Inc. in Raleigh, NC offers a wealth management internship providing hands-on experience in financial planning, investments, and client service.

Interns will learn within a fee-only fiduciary environment and collaborate with advisors and operations staff. The program includes multiple tracks (Fall–Spring, Spring–Summer, Summer) with hours ranging from 15 to 35 per week and a focus on tax planning, wealth management operations, and client experience.