Summer 2027 Financial Planning Internship

Greenspring Advisors; Lancaster (Lancaster County); On-site; USD 34,000 - 47,000; Full time

Job summary

Greenspring Advisors invites rising college seniors to an intensive 9-week on-site internship across Towson, Lancaster, and New York City. You’ll gain hands-on experience in retirement planning, financial planning, private wealth, investment operations, and marketing while working directly with senior advisors.

You’ll collect client data, assist with reports and case studies, and participate in mentoring sessions to build industry-ready skills and professional presence.

Qualifications

• Rising college senior pursuing Financial Planning, Finance, Accounting or Business with a wealth management focus.
• GPA 3.0 or higher.
• Strong written and verbal communication; client service mindset.

Responsibilities

• Collect, organize, and review data from clients for estate, retirement, tax, education, and insurance planning.
• Collaborate with intern cohort on tasks, projects, and presentations.
• Enter data into software tools with accuracy and efficiency.
• Produce financial planning reports for Lead and Senior Advisors to present to clients.
• Prepare responses to case studies and educational topics; conduct research on industry topics.
• Provide general administrative support.

Skills

Client focus

Communication skills

Detail-oriented

Team collaboration

MS Office

Education

Rising college senior in Financial Planning/Finance/Accounting/Business

Job description

Location: Towson, Maryland; Lancaster, Pennsylvania; New York City, New York

The position is on-site; candidates should be located within commuting distance of Towson, Lancaster, or New York City, or willing to relocate independently.

Purpose

A career in financial services can be incredibly rewarding – and Greenspring knows that if you’re seeking a career in finance, getting hands-on experience before you graduate is paramount. Seeking an internship with an established, reputable firm to earn real-world experience and help you determine your path is an important piece of the puzzle.

We have developed a comprehensive internship program that completely dismisses the preconceived notion of an internship consisting of pushing papers and fetching coffee. We believe that it’s imperative to pass along our knowledge to the next generation of financial professionals. Our program allows the opportunity for rising seniors to learn about the industry firsthand through training exercises and by assisting our team with real-life scenarios.

• Throughout the internship experience, you’ll engage with our various departments: Retirement Plan Consulting, Financial Planning Team, Private Wealth Team, and Investment Operations, as well as Marketing and Operations.
• See, Do, Teach: Receive hands-on experience and coaching to learn our processes, have opportunities to practice and improve, then teach back and present on what you’ve learned.
• Executive Presence and Business Acumen: Understand appropriate business communications, virtual meeting etiquette, and executive presence. Attend our Interview and Resume Workshop to revise your resume and prep for future interviews. Greenspring will provide you with an updated headshot for your LinkedIn profile.
• Meet monthly with the Internship supervisor to set and check in on goals and meet bi-monthly with your Greenspring mentor.

Responsibilities

• Collect, organize, and review data gathered from clients for estate, retirement, tax, education, and insurance planning
• Work with your intern cohort to collaborate and execute tasks, projects, and presentations
• Prioritize, batch, and enter a high volume of data into software tools with precision and accuracy
• Produce and create financial planning reports for Lead and Senior Advisors to present to clients
• Prepare and present responses to a variety of case studies and educational topics
• Complete research projects on various topics in the financial planning industry
• General administrative support

Job Requirements

Education

• Rising college seniors majoring in Financial Planning, Finance, Accounting and/or Business majors with a wealth management or finance focus
• GPA 3.0 or higher

Skills and Knowledge

• Always focused on client needs and customer service
• Excellent oral and written communication skills
• Detail-oriented and methodical
• Follows up and follows through
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Skilled in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications

Requirements/Additional Information

• The internship is full-time, Monday-Friday, for 9 weeks, starting after Memorial Day
• Base Salary Ranges by Location:
  • $27-$29 per hour for Towson
  • $25-$26.50 per hour for Lancaster
  • $32-$34 per hour for New York City
• We do not offer a summer housing stipend
• Must be eligible to work in the U.S.
• Due to the sensitivity of all client information, any employment offers are contingent on the successful outcome of a background check. Selected candidates must also sign a confidentiality agreement before their first day.

Firm Profile

At Greenspring, our clients come first.

Established in 2004, Greenspring Advisors was built on the fiduciary principle that the client comes first. We specialize in holistic, progressive, and unbiased investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth management services, including financial planning, to private investors.

The firm has offices in Towson, MD, Lancaster, PA, Paramus, NJ, and New York City, and is 100% employee-owned. Prior to the inception of the firm, the partners and senior employees worked at firms such as Morgan Stanley, Merrill Lynch, RBC, T. Rowe Price, Legg Mason Capital Management, and Alex Brown & Sons. Our team has more than 120 years of collective experience in the financial services industry.

What Makes Us Different

WE ARE FEE-ONLY.

Greenspring was formed to provide objective, independent advice to both institutional and private clients. In contrast to many financial services firms, Greenspring was founded on a fee-only basis to eliminate any compensation-related conflicts of interest that would impair the advice provided to clients. Greenspring has no affiliation with any other firm or product provider and has never received any form of indirect compensation since the firm’s inception. One hundred percent (100%) of our revenue is derived from our investment advisory and consulting services.

WE ARE FIDUCIARIES.

Our firm was founded upon the principle that clients are best served by working with an independent firm that serves in the trusted position of fiduciary, meaning our obligation is to work exclusively in their best interests. To that end, we serve in an acknowledged fiduciary capacity to all clients, both institutional and individual.

Greenspring is an Equal Opportunity Employer. It is the policy of the Company to provide equal opportunity for all employees and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. This policy also prohibits employees from harassing any other employees for any reason, including, but not limited to, race, religion, sex, national origin, age, or disabled status