Financial Advisor Internship

Summary

Synergy Wealth Solutions is a company dedicated to helping individuals and businesses achieve financial freedom through holistic planning. They are seeking a motivated Financial Advisor Intern to gain real-world exposure to wealth management and financial planning, assisting advisors and supporting client interactions.

Responsibilities

• Observe how advisors prepare for and participate in client meetings
• Assist with financial planning preparation, data gathering, follow-up tasks, and internal coordination
• Learn how holistic financial planning connects retirement, insurance, investments, and long-term goals
• Support planning and service teams with project-based work that improves the client experience
• Participate in prospecting, event support, and outreach initiatives
• Learn how advisors build trust, generate opportunities, and create long-term relationships
• Support marketing, networking, or client appreciation efforts as needed
• Receive mentorship from experienced advisors and firm leaders
• Develop communication, professionalism, and relationship-building skills
• Gain insight into the habits and disciplines that drive long-term success in financial services

Skills

• Current college student, recent graduate, or early-career professional with interest in financial services
• Strong communication and interpersonal skills
• Motivated, confident, curious, and eager to learn
• Comfortable in a fast-paced, relationship-oriented environment
• Organized, dependable, and professional

Qualifications

Must Haves

• Current college student, recent graduate, or early-career professional with interest in financial services
• Strong communication and interpersonal skills
• Motivated, confident, curious, and eager to learn
• Comfortable in a fast-paced, relationship-oriented environment
• Organized, dependable, and professional

Benefits

• Hands-on exposure to the financial advisor career path in a full-time development environment
• Mentorship from experienced advisors and firm leadership
• A high-energy, team-oriented culture with meaningful growth potential
• A potential pathway into a full-time advisor role after the internship