Summer Internship – 2027

PlanMember Financial Corporation; Carpinteria (CA); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Learning Experience

Coaching/Mentorship

Networking

Exposure

Job summary

PlanMember offers a summer internship at our Carpinteria, CA headquarters. Gain hands-on experience in financial services, learn from mentors, and contribute to meaningful projects with real impact. The 6–8 week program runs from early June to early August.

You will support projects, participate in training sessions, and collaborate with Operations, IT, Compliance, Sales, Investments, Marketing, Finance, and HR to build practical skills for your career.

Qualifications

• Must be enrolled in a relevant bachelor’s or master’s degree program.
• Junior or Senior standing.
• Familiarity with Microsoft Office, especially Excel, is expected.

Responsibilities

• Project Support: assist in ongoing projects by researching, gathering data, and providing administrative support.
• Learning and Development: participate in training sessions, workshops, and coaching programs to enhance skills and knowledge.
• Collaboration: work with team members and cross‑functional teams to achieve project goals.
• Problem Solving: contribute ideas and creative solutions to challenges.
• Documentation: maintain accurate records and reports for projects.
• Presentation: prepare and deliver presentations on project findings.
• Ad‑Hoc Tasks: support supervisor with various tasks as needed.

Skills

Accountability

Career interest in financial services

Willingness to learn

Communication skills

Detail orientation

Adaptability

Team collaboration

Time management

Education

Bachelor’s or Master’s degree (enrolled)

Junior or Senior standing

Microsoft Office proficiency (Excel)

Tools

Microsoft Office/Excel

Job description

As an intern at PlanMember, you will have the opportunity to gain hands‑on experience in the financial services industry and contribute to meaningful projects that impact our organization. This internship program is designed to provide you with valuable insights, and a chance to develop essential skills that will benefit your future career. You will work closely with our team(s), learn from experienced professionals, and be exposed to various aspects of our industry.

Benefits of our Internship Program

• Learning Experience: Gain practical experience of the financial services industry
• Coaching/Mentorship: Receive guidance, coaching and mentorship from experienced professionals
• Networking: Build valuable connections within the industry.
• Exposure: Get a glimpse into the workings of a real-work workplace.

Salary Range: Starting salary is between $20.00 and $23.00 per hour, however, it is ultimately determined by the scope of the internship, the candidate’s relevant experience, credentials/certifications and internal equity.
Location Information: On-Site at our Carpinteria, CA Headquarters

Potential for Future Opportunities

The internship may lead to further career prospects within PlanMember

The duration of our summer internship is 6-8 weeks. Generally beginning the 2nd week of June till the 1st or 2nd week of August.

Responsibilities

• Project Support: Assist in ongoing projects by conducting research, gathering data, and providing administrative support.
• Learning and Development: Participate in training sessions, workshops, and coaching programs to enhance your skills and knowledge.
• Collaboration: Work collaboratively with team members and cross-functional teams to achieve project goals and objectives.
• Problem Solving: Contribute to problem-solving initiatives by offering fresh perspectives and creative solutions.
• Documentation: Maintain accurate records, reports, and documentation related to your projects and tasks.
• Presentation: Prepare and deliver presentations on your project’s findings or related topics.
• Ad-Hoc Tasks: Assist with various ad-hoc tasks and assignments as directed by your supervisor/manager.

Additional Job Duties

To be determined based on the department you are assigned to, such as:

• Service Center
• Operations
• IT
• Compliance
• Sales
• Investments
• Marketing
• Finance
• Human Resources/Facilities

Qualifications

• Accountability
• Have a strong desire for a career in the financial services industry
• A desire to learn and grow
• Excellent communication and interpersonal skills
• Detail-oriented and organized with the ability to manage multiple tasks.
• Adaptability and a willingness to take on new challenges.
• Eagerness to contribute to a dynamic team and organization.
• Time management

Education

• Enrolled in a relevant bachelor’s or master’s degree program
• A Junior or Senior standing
• Have a comfortable working knowledge of Microsoft office/suite (Excel)