We offer a Financial Planning internship each summer and will be accepting applications soon for 2023.
At Wiser Wealth Management, we know that many people are afraid of making the wrong financial decisions and are unsure of who to trust to solve their financial problems. We believe everyone should have a trusted financial advisor working in their best interest, so we have created a conflict-free financial planning and portfolio management process designed to provide our clients a path to financial success. Our firm's business model has contributed to our rapid growth and we are looking to grow our team by adding people who are as passionate about helping others as we are.
The Financial Planning internship role will support the Financial Planning Specialist and other advisors in developing client financial plans through data entry and in-depth industry research and analysis. He/she will primarily be responsible for compiling and analyzing client data within our software. Other responsibilities may include researching content for blogs, podcasts and videos. He/she will also be trained on various software used by our firm to gain industry experience. This is a back-office role with limited client interaction. This internship has the potential to become a full-time, permanent role at our firm.