Financial Planning Analyst Internship

What you'll do

• Support Chief Planning Officer and Central Solutions team on daily operations and special projects.
• Evaluate and implement financial planning and estate planning technology platforms firmwide.
• Translate planning best practices into client-focused resources with Practice Development Officers.
• Contribute to planning strategy initiatives including client segmentation and KPI reporting.
• Prepare planning materials, cash flow analyses, and presentations for advisors and clients.

What they're looking for

• Pursuing undergraduate degree with strong academics; Business or Finance majors preferred.
• Strong interest in finance, financial planning, and wealth management.
• Advanced Excel skills including financial modeling and cash flow analysis.
• Analytical mindset with meticulous attention to detail.
• Ability to work independently and collaboratively in fast-paced environments.

Pay and perks

• Paid, full-time internship for Summer 2027, 40 hours per week.
• Direct mentorship from senior leadership and decision-makers.