Wealth Management Internship — Client-Facing Rotations

SYM Financial Advisors; Winona Lake (IN); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Hourly pay

Mentorship from experienced advisors

Opportunity for Phase 2 internship

Job summary

SYM Financial Advisors in Winona Lake, Indiana, offers a 13-week rotational internship across departments such as Financial Planning, Client Service, IT, Marketing, and Compliance. Interns will rotate through teams, work on meaningful projects, attend select client meetings, and complete a capstone project acting as a financial advisor in a mock scenario.

Successful candidates are curious, motivated, and eager to learn about financial services; sophomores or juniors with a 3.0 GPA or higher and

Qualifications

• College sophomores or juniors with a 3.0 GPA or higher in Finance, Accounting, Business, Economics, Financial Planning, or related field.
• Analytical mindset and problem solving abilities.
• Clear and professional verbal and written communication skills.
• Team oriented with willingness to collaborate across departments.

Responsibilities

• Work 40 hours/week on-site.
• Rotate through key departments to learn client experience and firm operations.
• Shadow advisors and attend select client meetings.
• Assist with meeting documentation and advisor notes.
• Engage in mock investment portfolio competition and collaborate with peers.
• Complete a capstone project acting as a financial advisor in a mock scenario.
• Participate in a StrengthsFinder workshop to understand strengths and apply them in a team setting.

Skills

Analytical mindset

Strong communication skills

Attention to detail

Team-oriented

Adaptability

Curiosity

Education

Undergraduate student (sophomore or junior) with 3.0 GPA or higher

Job description

SYM Financial Advisors in Winona Lake, Indiana, offers a 13-week rotational internship across departments such as Financial Planning, Client Service, IT, Marketing, and Compliance. Interns will rotate through teams, work on meaningful projects, attend select client meetings, and complete a capstone project acting as a financial advisor in a mock scenario.

Successful candidates are curious, motivated, and eager to learn about financial services; sophomores or juniors with a 3.0 GPA or higher and