Summer Financial Planning Intern: Hands-On Wealth Mgmt

JMG Financial Group; Downers Grove (IL); On-site; USD 17,000 - 25,000; Part time

Job summary

JMG Financial Group, Ltd. in Downers Grove, IL is seeking a part-time Financial Planning Intern for the summer of 2027. The program runs four days a week from June 7 through July 29 (8 weeks) in our Downers Grove office.

You will gain hands-on experience across finance topics, income tax, estate planning, investments and financial planning, while developing organizational, multitasking and communication skills as you prepare for a senior year.

Qualifications

• Rising senior enrolled in a Bachelor’s degree program in Financial Planning, Business Administration/Management or Finance.
• Strong organizational, multitasking and communication skills.
• Able to work in a fast-paced professional office environment.

Responsibilities

• Gain experience in finance, income tax, estate planning, financial planning and investments.

Skills

Organizational skills

Multitasking

Communication skills

Education

Bachelor’s degree in Financial Planning

Bachelor’s degree in Business Administration/Management

Bachelor’s degree in Finance

Job description

JMG Financial Group, Ltd. in Downers Grove, IL is seeking a part-time Financial Planning Intern for the summer of 2027. The program runs four days a week from June 7 through July 29 (8 weeks) in our Downers Grove office.

You will gain hands-on experience across finance topics, income tax, estate planning, investments and financial planning, while developing organizational, multitasking and communication skills as you prepare for a senior year.