Financial Planning Internship

Financial Planning Internship

We would like to invite one college senior or graduate student to explore the career of Financial Planning. The intern is teamed up with our Senior Advisor, and receives technical training, one-on-one mentoring and networking opportunities. They are given challenging and exciting responsibilities and they participate at team strategy sessions and client meetings. It is from our internship program that we hope to select our future Associate Advisors and Paraplanners.

About Us

Dream Big Wealth Strategies provides comprehensive and holistic financial planning and wealth management services to many of our community’s affluent families and business owners. Our goal is to create a client experience that is second to none. We work to achieve this through our disciplined and sophisticated financial planning process and providing an exceptional client experience.

About You

·       You’re a Finance, Business or Marketing major 

·       You have a demonstrated track record of initiative

·       You're a people person

·       Your technology skills are top notch

·       You’re confident, poised and professional in appearance

·       You’re not afraid of creative challenges or tight deadlines

Intern Responsibilities

·       Help prepare financial plans, reports and client presentations

·       Perform investment research

·       Support clients in the use of on-line tools

·       Serve as Project Lead for one of our firm’s key initiatives

To Apply

Because we offer only one internship each year, we’re looking for exceptional candidates. This internship will be based out of our office in Worcester, Massachusetts. To apply, please email your resume and cover letter to julianne@dreambigwealth.com