2026 Internship - Must complete the application form at the external link provided to be considered.

The goal of BWFA’s internship program is to provide students with meaningful mentorship, hands-on learning, and a glimpse into the daily operations of a comprehensive wealth management firm. From day one, interns are immersed in a collaborative, fast-paced environment that encourages exploration across a wide range of focus areas. We design each internship experience to help students hone their professional skills, gain practical insight, and set a strong foundation for long-term success.

While interning with BWFA, you will be involved in all aspects of the financial services industry. As Client Associate Intern, you will be a part of our Client Service team while also working closely on tasks and projects with the Investment Management, Financial Planning, Tax, and Marketing teams such as:

• Receive incoming calls and proactively solve clients’ needs

• Assist in preparing client reports and meeting materials 

• Collect appropriate documentation to set up new investment accounts

• Process account service requests and ensure appropriate documentation

• Maintain contact management system with up-to-date client information

• Proactively communicate with clients via phone, email, and other channels to ensure seamless service and timely follow-up.

• Contribute to the creation and enhancement of informative and interactive digital content for BWFA’s website.

• Attend client meetings such as Initial Consultations, Annual Portfolio Reviews, and Financial Plan Presentations to observe real-time client-advisor interactions.

• Research and analyze current market trends and economic indicators to enhance understanding of investment dynamics and contribute to real-time financial analysis.

Each semester, interns work together under the guidance of Rob Carpenter, President & CEO, to author a white paper on a current domestic or global challenge. This capstone project requires students to conduct thorough research, develop professional writing skills, and collaborate with peers to offer creative, strategic solutions. Interns also manage a mock $1 million investment portfolio, offering them a closer look at the responsibilities of a portfolio manager. 

We emphasize professional development through our intern-mentor program, which pairs each intern with a full-time team member. This mentorship is designed to give interns a dedicated resource to gain perspective on potential career paths, navigating the early stages of a career in financial services, and the transition from college to a professional setting. 

Above all, BWFA’s internship program is designed to recognize and cultivate the unique strengths of each individual. Interns are integrated into the firm’s day-to-day operations and are entrusted with preparing materials that directly support firm initiatives. BWFA fosters a warm, educational atmosphere where interns are encouraged to ask questions, contribute ideas, and delve into any area of the firm that piques their interest. We prioritize individual and professional development, but most of all, we hope that our interns enjoy the program and gain valuable career experience and lasting professional connections.