Wealth Management Summer 2027 Internship
Boost your chances before you apply.
Waggoner Financial
Lansing, MI, US
Summary
The intern will assist advisors with client meeting preparation, portfolio reviews, and the maintenance of CRM and financial planning systems. They will also conduct market research and support the preparation of retirement projections and account documentation.
Job Description
- Assist advisors with client meeting preparation, including agenda building, portfolio review materials, and research support.
- Support data entry and maintenance within CRM and portfolio management systems.
- Help prepare financial planning materials, including retirement projections, cash flow summaries, and benefits comparisons.
- Conduct research on investment products, market trends, and planning strategies under advisor supervision.
- Assist with client onboarding documentation and account paperwork.
- Attend client meetings as appropriate to observe advisor-client interaction.
- Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred.
- Strong interest in financial planning, wealth management, or the CFP® path.
- Proficiency in Microsoft Excel and Word; comfort learning new software platforms.
- Strong written and verbal communication skills.
- High attention to detail and ability to handle sensitive client information with discretion.
- Ability to work independently and manage multiple tasks in a fast-paced office environment.
- Direct mentorship from CFP® professionals, including advisor shadowing and client meeting exposure.
- Hands-on experience with real planning work: retirement projections, benefits analysis, and portfolio review materials.
- Competitive hourly pay.
- Flexible scheduling around class commitments.
- Small-firm environment with direct access to senior advisors and leadership.
- Potential path to a full-time offer upon graduation.
We’re a financial planning firm focused on education, strategy, and results. Our team delivers sophisticated, goal-based planning for individuals and business owners—covering everything from investments and taxes to retirement and estate planning.
We bring rhythm, accountability, and clarity to your financial life, backed by deep expertise and a commitment to your goals. With us, it’s not just planning—it’s progress.
Member SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.waggoner-group.com.
Company size
11-50 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Lansing, Michigan
We’re a financial planning firm focused on education, strategy, and results. Our team delivers sophisticated, goal-based planning for individuals and business owners—covering everything from investments and taxes to retirement and estate planning.
We bring rhythm, accountability, and clarity to your financial life, backed by deep expertise and a commitment to your goals. With us, it’s not just planning—it’s progress.
Member SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.waggoner-group.com.
Company size
11-50 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Lansing, Michigan
