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Financial Consulting Internship

Are you a Junior in College? Do you have a background as a student athlete or leader within your sorority/fraternity? Spend your summer working as a financial consulting intern to learn the world of financial services. Position would include 3 days in the office and 2 days virtually. Day to day activities would include:



  • Master the fundamentals of financial planning by obtaining your licenses to charge financial planning fees, manage investments and place insurance products.


  • Create a marketing plan to create your own financial services practice from the ground up. Interns would be coached daily by senior advisors on how to market prospects, schedule meetings, follow up, present financial plans, manage existing clients.


  • Shadow and participate in the client meetings of senior advisors to help them manage their own clients. Additional income opportunities will be presented depending on the time and energy commitment of each task.


  • Studying for SIE, Series 7 and Series 66 exams to eventually be sponsored for.



If you are interested in interviewing, please apply here or email David Craig at: