Wealth Management Intern — Hands-on Financial Planning

Paylocity; Tucson, Northern (AZ, KY); Hybrid; USD 22,000 - 32,000; Part time

Benefits offered by this job

12-week program

Fall internship (Jan–Apr)

Job summary

TCI Wealth Advisors in Tucson, AZ seeks a Financial Planning Intern for a fall internship. The role offers 15–24 hours per week over a 12-week program, with a start in January and an emphasis on wealth management processes.

Current seniors or juniors with a good GPA will work with Advisory teams on real client projects, gaining experience in cash flow, tax, estate planning and education for families. This is a hands-on internship designed to develop professional skills.

Qualifications

• Genuine interest in financial planning and wealth management.
• Commitment to integrity and confidentiality in client service.
• Strong attention to detail and ability to produce accurate work.
• Effective time management in a fast-paced environment.
• Willingness to learn new concepts and tools.

Responsibilities

• Support investment management, tax planning and financial education for clients.
• Assist cash flow, retirement and estate planning analyses.
• Prepare and review client documentation and paperwork for new engagements.
• Contribute to research projects and portfolio analysis tasks.
• Collaborate with advisory teams and participate in capstone projects.

Skills

Financial planning

Attention to detail

Time management

Communication

Teamwork

Analytical thinking

Education

Pursuing degree in Personal & Family Financial Planning

Tools

EMoney

HolistiPlan

Salesforce

Tamarac

Excel

Job description

TCI Wealth Advisors in Tucson, AZ seeks a Financial Planning Intern for a fall internship. The role offers 15–24 hours per week over a 12-week program, with a start in January and an emphasis on wealth management processes.

Current seniors or juniors with a good GPA will work with Advisory teams on real client projects, gaining experience in cash flow, tax, estate planning and education for families. This is a hands-on internship designed to develop professional skills.