Wealth Management Internship, Raleigh, NC

Financial Symmetry, Inc.; Raleigh, Northern (NC, KY); Hybrid; USD 25,000 - 30,000; Part time

Benefits offered by this job

Paid internship

Modern office environment

Collaboration with advisors and staff

Job summary

Financial Symmetry, Inc. in Raleigh, NC offers a wealth management internship providing hands-on experience in financial planning, investments, and client service.

Interns will learn within a fee-only fiduciary environment and collaborate with advisors and operations staff. The program includes multiple tracks (Fall–Spring, Spring–Summer, Summer) with hours ranging from 15 to 35 per week and a focus on tax planning, wealth management operations, and client experience.

Qualifications

• Undergraduate student status pursuing finance or accounting major.
• Strong interest in wealth management and financial planning.
• Excellent attention to detail and professional communication skills.

Responsibilities

• Assist advisors with wealth management tasks and client materials.
• Support tax planning and tax return preparation processes.
• Participate in investment operations and client onboarding improvements.

Job description

Launch Your Career in Wealth Management

Looking for a wealth management internship that provides meaningful experience in financial planning, investments, tax planning, and client service?

Financial Symmetry’s Wealth Management Internship gives undergraduate students hands‑on experience inside an independent, fee‑only Registered Investment Advisor (RIA) in Raleigh, North Carolina. Since 2000, we’ve helped students launch careers in financial planning and wealth management through meaningful, real‑world experience. Nearly half of our current employees—including advisors, planners, operations professionals, and firm leaders—began as interns, giving today’s interns the opportunity to learn alongside professionals who once stood exactly where they are today.

If you’re interested in financial planning, wealth management, investment management, or pursuing a career as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, this internship provides real‑world experience that extends far beyond the classroom.

About our Wealth Management Internship

Unlike internships at brokerage firms, you’ll learn how a fee‑only fiduciary wealth management firm delivers comprehensive financial planning without commissions.

You’ll learn how an independent fiduciary advisory firm helps clients through:

• Investment management
• Tax planning
• Tax return preparation
• Cash flow planning
• Client service and relationship management

Our goal is to help you understand how every area of wealth management works together to improve clients’ financial lives.

Internship Program Options

Fall–Spring Internship (8 Months)

Our flagship internship provides the broadest exposure to wealth management.

• Early September through December
• January through April
• 15–20 hours per week

Current Status: Our Fall 2026–Spring 2027 internship is full.

Spring–Summer Internship

Students gain experience throughout tax season before transitioning into summer projects.

• January through April: 15–20 hours weekly
• Late May through August: Up to 35 hours weekly

This program emphasizes:

• Tax planning
• Tax preparation
• Wealth management operations

Applications for Spring–Summer 2027 open October 5.

Summer Wealth Management Internship

Our summer internship offers an immersive experience with increased weekly hours.

• May through August
• Up to 35 hours per week

Applications for Summer 2027 are currently closed.

Internship Location

Our internship is located at Financial Symmetry’s Raleigh, North Carolina office in Wade V, a LEED Gold Certified building near Lenovo Center and Carter‑Finley Stadium.

Interns enjoy:

• Modern office environment
• Walking paths and outdoor courtyards
• Nearby restaurants and food trucks
• Collaboration with advisors and planning professionals

We are seeking proactive undergraduate students who are:

• Juniors
• Rising seniors

Preferred majors include:

• Finance
• Accounting
• Operations Management

Successful applicants also demonstrate:

• Strong interest in wealth management and financial planning
• Familiarity with personal finance concepts
• Curiosity and initiative
• Excellent attention to detail
• Professional communication skills
• Desire to learn in a collaborative environment

What You’ll Learn

Throughout your internship, you’ll gain experience with real client work while building skills valued throughout the financial planning profession.

• Inventory assets, liabilities, income, and expenses
• Prepare planning materials

Document Management

Investment Operations

• Verify trading activity

Tax Planning Support

During tax season, interns assist with:

• Pay statement analysis
• Tax planning projects

Client Experience

You’ll help:

• Monitor client cash flows
• Prepare meeting materials
• Shadow client meetings when appropriate

Process Improvement

You’ll also participate in:

• Operational improvement projects
• Marketing initiatives
• Client onboarding
• Internal workflow enhancements

Why Intern at Financial Symmetry?

Our paid internship is designed to prepare students for careers in:

Many interns continue into additional internship semesters, and many ultimately join our firm full‑time after graduation.

• Semester class schedule showing availability

Please do not call or schedule appointments regarding internship applications. We carefully review every application and will contact candidates we wish to move forward in the interview process.