Financial Planning Intern
Financial Planning Intern
Position Summary
The Financial Planning Intern supports Advent Partners' advisors in delivering a comprehensive, client-first planning experience. Working directly alongside licensed professionals, the intern contributes to real client research, financial modeling, and communications, while completing a mentored, semester-long capstone project.
Who We Are
Advent Partners is an independent financial planning and wealth management firm dedicated to helping individuals and families build financial confidence and clarity. We take a comprehensive, client-first approach building long-term relationships rooted in trust, education, and personalized planning.
We are a small, close-knit team, which means our intern won't be making coffee or shuffling papers. You'll work directly alongside our advisors, contribute to real client work, and leave with skills and experiences that meaningfully advance your career.
Everything we do at Advent Partners is rooted in five values that aren't just words on a wall. They shape how we work, how we treat clients, and how we treat each other.
Generosity We give freely of our time, knowledge, and care, both with our clients and within our community. We believe financial planning done well is an act of service.
Relationship We're in the people business first. Every client is a long-term relationship, not a transaction, and we bring that same spirit to how we work as a team.
Excellence We hold ourselves to a high standard. Not perfectionism, but a genuine commitment to doing our best work and always looking for ways to improve.
Authenticity We show up as ourselves. We believe honest, transparent conversations build more trust than polished ones, and we expect the same from the people we work with.
Fun We take our work seriously and ourselves lightly. A career in financial planning should be rewarding and enjoyable, and we work hard to make sure our office reflects that.
If these values resonate with you, you'll fit right in.
The Opportunity
This is a structured, mentored internship, not a task-based role. From day one, you'll be embedded in the work of a real financial planning practice. You'll attend client meeting prep sessions, conduct research, build financial models, support client communications, and present your own findings.
By the end of the semester, you will have:
- Hands-on experience with the financial planning process from discovery to recommendation
- Exposure to real client scenarios, investment strategies, and goal-based planning
- Proficiency with professional tools including financial planning software, CRM platforms, and Excel
- A completed capstone project you can speak to in future job interviews
- A professional mentor relationship with a licensed financial advisor
- A strong letter of recommendation and professional reference upon successful completion
What You'll Do
Responsibilities will be tailored to your interests and background, and may include:
Financial Planning & Research
- Research investment strategies, economic trends, and financial planning concepts for advisor use
- Help prepare comprehensive financial plans, including cash flow analysis, retirement projections, and insurance reviews
- Analyze portfolio data and prepare client-ready summary reports
- Review fund prospectuses, fact sheets, and third-party research
Client Services & Communication
- Prepare client meeting agendas, summaries, and follow-up action item lists
- Draft client-facing educational content, newsletters, and email communications
- Assist with client onboarding documentation and account setup workflows
- Maintain and update CRM records and contact databases
Operations & Special Projects
- Lead or co-lead a semester-long capstone project (e.g., market research report, process improvement, or financial education resource)
- Assist with compliance documentation and record-keeping
- Help develop or refine internal process documentation
What We're Looking For
Required
- Currently pursuing a bachelor's degree in Finance, Business Administration, Accounting, Economics, or a related field
- Genuine interest in personal finance, financial planning, or wealth management as a career
- Strong attention to detail and organizational skills
- Ability to maintain strict confidentiality regarding all client information
- Proficiency in Microsoft Office (especially Excel and Word)
- Professional demeanor and strong written and verbal communication skills
- Comfortable engaging professionally with clients, including business owners and high-net-worth individuals, under appropriate supervision
Preferred
- Minimum 3.0 GPA
- Prior coursework in financial planning, investments, or personal finance
- Familiarity with financial planning software and/or CRM tools
- Experience or interest in obtaining CFP®, CFA, or Series 65/66 designations
- Prior customer service or client-facing experience in any industry
Required Abilities & Personal Character Qualities
- Highest level of integrity and ethical standards, with absolute respect for client confidentiality
- Attention to detail and a high degree of accuracy; comfortable working in a highly regulated environment
- Initiative and resourcefulness; willing to identify tasks and suggest improvements, not just complete assignments
- Ability to work independently as well as collaboratively within a team environment
- Professional attitude, demeanor, and appearance appropriate for client-facing work
How We'll Support You
We take mentorship seriously. Here's what you can expect from us:
- A dedicated Site Supervisor who serves as your mentor throughout the semester
- Weekly 30-minute 1:1 check-in to review your work, answer questions, and discuss your career path
- Shadowing opportunities across all team members and roles within the firm
- Invitations to relevant client meetings (with appropriate context and preparation)
- Access to professional development resources, industry webinars, and firm-sponsored continuing education
- Full support for your academic credit process, including Learning Objectives completion, mid-term evaluation, and final written evaluation
To apply, please submit the following:
- Resume (1 page preferred)
- Cover letter describing your interest in financial planning and what you hope to gain from this experience
- Unofficial transcript
- Letter of Recommendation (optional)
Strong cover letters are specific: tell us why financial planning, and why Advent Partners.
Questions? We welcome outreach from interested students. Please contact:
Gretchen Duda, MBA, CFP®
Financial Advisor | Internship Coordinator
717.525.9535 | gretchen@adventpartnersfp.com
www.adventpartnersfp.com
Advent Partners is an equal opportunity employer. We welcome applicants of all backgrounds.