Financial Advisor Intern - 2026

SUMMER INTERNSHIP 2026:

THE COMPANY – Rockbridge Investment Management is a fee-only financial planning and investment management firm in Syracuse, NY. We manage ~$1.8 billion for over 1,000 families. For additional information, please visit our website (www.rockbridgeinvest.com)

-      A friendly, supportive work environment. At Rockbridge, we treat each other like family. That sounds like a cliché, but it’s the truth.

-      Stability. We’re a privately held, independent company and we intend to stay that way.

-      Career Opportunities. We’ve been growing steadily, and we’re excited to further expand our team. We are looking for talented individuals that have a curiosity to learn and wish to be part of a growing organization.

THE POSITION – Learn the basics of what it is like to be a Financial Advisor at Rockbridge.

Specific job responsibilities will include, but are not limited to:

-      Learn the basics of our investment philosophy.

-      Learn how to use software programs such as; MoneyGuidePro, Tamarac, Copper, etc.

-      Learn how to write detailed financial plans for clients of the firm.

-      Assist Rockbridge team members with operational improvement projects

-      Participate in our investment committee meetings and help with investment research.

Qualifications – Ideal candidates should:

-      Have completed their junior year of college prior to the summer of 2026.

-      Be on track to earning a degree in a related field.

-  Finance, Accounting, Economics, Business Administration/Management.

-      Have a strong work ethic and have the ability to work/communicate well in team settings.

Job Type - Full-time paid internship from June 1st through August 15th. These start and end dates are flexible based on candidates school schedules.