Winter Finance & Investment Internship (2 Weeks | Wealth Management Exposure)

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About Us

We are a licensed financial services practice that helps individuals and families with wealth management, investment planning, and financial advisory solutions.

This Winter Internship is designed for undergraduates who want to make the most of their December break by gaining real exposure to the finance and investment industry. In just 2 weeks, you’ll pick up skills, experience, and insights that can add real value to your resume — with the possibility of progressing into a longer-term apprenticeship for outstanding candidates.

What You’ll Do

  • Assist with preparing client reports, presentations, and investment-related materials.
  • Support client servicing activities such as scheduling and follow-ups.
  • Gain exposure to investment research, financial planning concepts, and advisory processes.
  • Participate in short projects that give you insights into wealth management operations.

Who We’re Looking For

  • Current undergraduate student from a local university (all disciplines welcome; interest in finance, business, or investments a plus).
  • Eager to learn, proactive, and professional in communication.
  • Organized, detail-oriented, and comfortable handling both operational and client-facing tasks.
  • Strong interpersonal skills and confidence when reaching out to people.
  • Available for 2 weeks in December (winter break).

What You’ll Gain

  • Resume-enhancing experience in the finance and investment industry.
  • Practical exposure to wealth management, investment reports, and client engagement.
  • Insights into financial advisory processes that go beyond classroom learning.
  • Mentorship and guidance from experienced financial professionals.
  • Potential progression into a longer-term apprenticeship for selected interns.

Compensation & Benefits

  • Internship allowance provided.
  • 2-week structured program during the December break.
  • Apprenticeship opportunities for high-performing interns.

How to Apply:
Submit your resume and a short note about your availability in December and why you’d like to gain finance and investment exposure during your winter break.

Job Types: Contract, Internship, Student job
Contract length: 2 weeks

Pay: $1,600.00 per month

Benefits:

  • Professional development

Work Location: In person

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