Job Description

M Financial Planning Services is seeking a motivated and detail-oriented  Wealth Management Intern to support our investment, financial planning, marketing, and technology teams. This paid internship offers hands-on exposure to the day-to-day operations of a wealth management firm and is ideal for students or recent graduates who are motivated to be in the wealth management industry and looking to grow their career in that space.

Position Overview

The Wealth Management Intern will work closely with multiple departments to support internal operations, client service initiatives, and marketing efforts. This role provides broad exposure to how a professional wealth management practice operates, with opportunities to develop practical skills across financial planning, investments, technology, and communications.

Key Responsibilities

• Provide general support to the investment and financial planning teams, including preparing materials, organizing data, and assisting with internal workflows.
• Assist with office technology support and troubleshooting (e.g., software access, basic device setup).
• Support marketing and communications initiatives, including newsletters, social media, website updates, and event preparation.
• Help maintain internal systems, reports, and documentation.
• Conduct research and data gathering to support planning, investment analysis, and marketing initiatives.
• Collaborate with team members across departments on special projects as assigned.

Qualifications

• Current college student or recent graduate in Finance, Business, Economics, Marketing, Communications, Information Systems, or a related field.
• Strong organizational, communication, and problem-solving skills.
• Comfortable working with technology and learning new systems.
• Proficiency in Microsoft Office; familiarity with Canva, CRM platforms, or website tools is a plus.
• Professional demeanor and ability to handle confidential information.

What We Offer

• Exposure to multiple areas of wealth management and financial planning.
• Hands-on experience in a collaborative, professional environment.
• Flexible scheduling to accommodate academic commitments.
• Opportunity to build transferable skills and gain insight into a long-term career in financial services.

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