Summer Intern

About Empirical Wealth Management

Empirical Wealth Management is an independent, employee-owned registered investment advisory firm managing approximately $10 billion in assets. With offices across the country, we provide comprehensive wealth management services through evidence-based investing, financial planning, tax strategies, and a collaborative, team-based approach.

About the Internship

Our Summer Internship Program offers college students hands-on experience in the wealth management industry. Interns work alongside experienced financial advisors, portfolio managers, and other professionals while gaining exposure to investment management, financial planning, tax strategies, and client service.

Through structured training, mentorship, and meaningful projects, interns develop practical skills, explore career paths, and gain insight into how a growing wealth management firm operates.

What You'll Do

Financial Planning & Tax Strategies

• Build and present financial plans using MoneyGuidePro.
• Analyze hypothetical client scenarios involving retirement, investments, and financial goals.
• Explore tax planning strategies using tools such as Holistiplan.

Investment Research & Analysis

• Research economic indicators and their impact on financial markets.
• Track publicly traded companies and analyze investment performance.
• Learn about portfolio construction, asset allocation, and investment strategies.

Client Experience & Business Operations

• Shadow financial advisors and observe client meetings.
• Assist with meeting preparation, client documentation, and operational projects under supervision.
• Learn how financial advisors and specialists collaborate to serve clients.

Professional Development & Special Projects

• Meet with professionals across the firm to explore career paths.
• Research and write educational content on financial topics.
• Participate in industry training and professional development.
• Complete a final presentation demonstrating your understanding of Empirical's investment philosophy and services.

Who We're Looking For

• Currently pursuing a degree in Finance, Economics, Accounting, Business, or a related field.
• Strong interest in investing, financial markets, or wealth management.
• Excellent analytical, organizational, and communication skills.
• Intellectual curiosity, initiative, and a willingness to learn.
• Ability to work independently and collaboratively.

Previous financial services experience is not required.

What You'll Gain

• Hands-on experience with financial planning tools and investment research.
• Mentorship from experienced financial professionals.
• Exposure to career paths in financial advising, portfolio management, and tax planning.
• Opportunities to strengthen analytical, communication, and presentation skills.
• Insight into the operations of a growing independent wealth management firm.

Why Empirical?

At Empirical, we believe the best way to learn is through meaningful experience. Our internship program is designed to help students build practical skills, develop professional relationships, and explore potential careers in wealth management.