Associate Financial Planner

2026 Associate Financial Planner Internship

Grounded Financial Planning | Jackson, TN
Summer 2026 (10 weeks)
Compensation: $600 per week ($6,000 total)

About Grounded Financial Planning

Grounded Financial Planning is an independent advisory firm based in Jackson, Tennessee, serving 90+ households across seven states. We specialize in values-based financial planning for families, with an emphasis on retirement planning and supporting multiple generations through different phases of life.

We believe great planning starts with listening, clarity, and thoughtful decision-making, not sales pressure.

Our Core Values

• Compassionate – We meet people where they are and treat every situation with care.
• Measured – We value thoughtful analysis over rushed decisions.
• Interested – We are genuinely curious about our clients’ lives, goals, and stories.

Internship Overview

The Associate Financial Planner Internship is a paid, 10-week summer program designed to provide hands-on exposure to real-world financial planning. Interns will work closely with out lead advisor during one of the firm’s busiest and most educational times of the year: annual client reviews.

This role is ideal for students considering a career in financial planning who want meaningful experience, client interaction, and practical skill development.

What You’ll Learn & Do

• Apply core financial planning concepts in real client situations
• Participate in client meetings, preparation, and follow-ups
• Learn and use professional financial planning software
• Build professional confidence through networking and mentorship
• Complete a final project that integrates planning concepts and practical experience

What You Will Not Be Asked to Do

• No sales responsibilities
• No cold calling
• No requirement to bring your own contacts or prospects

Program Structure

• Hybrid: Work remotely on Mondays and Fridays
• Week 1: Orientation and onboarding
• Weeks 2–3: Training and education
• Weeks 4–9: Client-facing work as annual reviews begin
• Week 10: Final project and presentation

Who Should Apply

• Students pursuing their CFP® certification or considering a career in financial planning, finance, or a related field
• Individuals who value relationship-based work and thoughtful problem-solving
• Strong communicators who are curious, dependable, and eager to learn
• Prior experience is helpful but not required

Compensation

• $600 per week
• $6,000 total for the 10-week internship