Financial Planning Intern

AssetMark • Charlotte, NC

1d • $17 • Hybrid

About The Position

The Financial Planning Summer Intern will support the Advanced Planning Team, a centralized group of financial planners serving advisors and clients. This role is designed for students interested in financial planning, wealth management, or accounting who want hands-on exposure to financial planning and tax concepts. The intern will assist with analysis, research, and plan preparation while learning how comprehensive financial advice is delivered.

Requirements

• Currently pursuing a bachelor’s or master’s degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field
• Interest in financial planning, wealth management, and tax concepts
• Strong analytical and problem-solving skills
• High attention to detail and strong organizational skills
• Ability to learn new tools and concepts quickly
• Clear written and verbal communication skills
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Professional, ethical mindset and eagerness to learn in a team environment
• Candidates must be legally authorized to work in the US to be considered.
• We are unable to provide visa sponsorship for this position.

Nice To Haves

• CFP® or CPA track is strongly preferred

Responsibilities

• Assist in preparing components of financial plans for prospective and existing clients, including retirement projections, cash flow analysis, Social Security estimates, education funding, and basic tax planning scenarios
• Support senior planners by gathering client data, running planning software reports, and organizing plan deliverables
• Use financial planning tools (e.g., eMoney, MoneyGuide, Holistiplan, Social Security tools) under supervision to generate projections and summaries
• Conduct research on financial planning and tax-related topics and summarize findings for the planning team
• Help review financial plans and presentations for accuracy, clarity, and completeness
• Participate in team meetings and observe advisor and client interactions to gain exposure to the planning process
• Assist in developing educational materials and internal resources for advisors and clients
• Collaborate with team members across Wealth Solutions on assigned projects

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

What This Job Offers

• Career Level: Intern