About the role As a Wealth Management & Financial Planning Intern, you will play a key role in supporting high-net-worth client relationships and prospecting efforts. This internship offers hands-on experience in researching advanced financial planning topics—including estate planning, tax strategies, retirement planning, and charitable giving. You’ll contribute to process improvement initiatives and assist in implementing solutions that enhance team efficiency. Additionally, you’ll collaborate on enterprise-level projects, providing subject matter expertise and gaining exposure to strategic initiatives across the organization. Why work with us? Our employees and representatives serve nearly one milli