Financial Planning Summer Internship

A career in financial services can be incredibly rewarding – and Greenspring knows that if you’re seeking a career in finance, getting hands-on experience before you graduate is paramount. Seeking an internship with an established, reputable firm to earn real-world experience and help you determine your path is an important piece of the puzzle.

We have developed a comprehensive internship program that completely dismisses the preconceived notion of an internship consisting of pushing papers and fetching coffee. We believe that it’s imperative to pass along our knowledge to the next generation of financial professionals. Our program allows the opportunity for rising seniors to learn about the industry firsthand through training exercises and by assisting our team with real-life scenarios.

• Throughout the internship experience, you’ll engage with our various departments: Retirement Plan Consulting, Financial Planning Team, Private Wealth Team, and Investment Operations, as well as Marketing and Operations.
• See, Do, Teach: Receive hands-on experience and coaching to learn our processes, have opportunities to practice and improve, then teach back and present on what you’ve learned.
• Executive Presence and Business Acumen: Understand appropriate business communications, virtual meeting etiquette, and executive presence. Attend our Interview and Resume Workshop to revise your resume and prep for future interviews. Greenspring will provide you with an updated headshot for your LinkedIn profile.
• Meet monthly with the Internship supervisor to set and check in on goals and meet bi-monthly with your Greenspring mentor.

Responsibilities

• Collect, organize, and review data gathered from clients for estate, retirement, tax, education, and insurance planning
• Work with your intern cohort to collaborate and execute tasks, projects, and presentations
• Prioritize, batch, and enter a high volume of data into software tools with precision and accuracy
• Produce and create financial planning reports for Lead and Senior Advisors to present to clients
• Prepare and present responses to a variety of case studies and educational topics
• Complete research projects on various topics in the financial planning industry
• General administrative support

Skills and Knowledge

• Always focused on client needs and customer service 
• Excellent oral and written communication skills
• Detail-oriented and methodical
• Follows up and follows through
• A team player with good interpersonal skills and the ability to work collaboratively across departments 
• Skilled in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. 

Requirements/Additional Information

• The internship is full-time, Monday-Friday, for 9 weeks, starting after Memorial Day
• Base Salary Ranges by Location:
  • $27-$29 per hour for Towson
  • $25-$26.50 per hour for Lancaster
  • $32-34 per hour for New York City
• We do not offer a summer housing stipend
• Must be eligible to work in the U.S.
• Due to the sensitivity of all client information, any employment offers are contingent on the successful outcome of a background check. Selected candidates must also sign a confidentiality agreement before their first day.

How to Apply

Send your resume and location preference to careers@greenspringadvisors.com