Client Event Internship

The Client Event Internship provides college students with immersive experience inside a professional wealth management firm. Interns support client events and experiences that strengthen advisor relationships, enhance client experience, and support firm growth.
This opportunity is especially well suited for Finance majors who thrive on challenge, crush goals, and are ready to leave a lasting mark. We're looking for someone who is extremely personable, charismatic, and who embodies the highest integrity. This career path offers career growth potential and a trajectory unmatched in the industry. You will be playing a key role in scaling out a multi-office, boutique RIA.

Who We’re Looking For
A dynamic, prestigious, and ambitious Finance student who wants to combine their leadership, relationship-building, and event-planning experience with real-world exposure to wealth management.
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Currently pursuing a bachelor's degree in finance, Financial Planning, Economics, Accounting, or a related business field
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Professional, outgoing, confident, and comfortable meeting new people
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Strong written and verbal communication skills are important
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Able to maintain confidentiality and exercise sound judgment in a professional environment

Internship Details
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Compensation: $20 per hour
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Schedule: Year-round internship, 10–15 hours per week
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Flexibility: Hours may be adjusted around the academic schedule, including midterms and final exams
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Major Events: Hours may increase during major client events with advance notice and supervisor approval
Finance & Client Experience Internship
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Program Length: Ongoing throughout the academic year, with the opportunity to continue for multiple semesters based on performance and business needs
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Most client events occur during evenings or outside traditional business hours