About the Role
We’re looking for a curious, motivated, and thoughtful intern to join our Wealth Management team. This internship is a chance to learn how financial advisors help individuals and families build their futures — and to see firsthand what it means to make a real difference in people’s lives through financial planning and investment advice.
As part of our small, collaborative team, you’ll be supported, challenged, and encouraged to grow. You’ll learn from experienced mentors who are passionate about teaching and about helping others succeed — both clients and colleagues alike.
· Work closely with advisors to prepare client materials, financial plans, and investment summaries
· Research market trends, investment opportunities, and portfolio performance
· Assist in reviewing and organizing client data, reports, and documentation
· Participate in team discussions on investment ideas and client strategies
· Support special projects that enhance the client experience and improve how we serve our community
· Join client meetings or calls (when appropriate) to observe how we build trust and long-term relationships
· Current college Junior or Senior, or Graduate student pursuing a degree in Finance, Economics, Business, or a related field
· Genuinely interested in personal finance, investing, or helping people make confident financial decisions
· Comfortable working with numbers but also enjoys the human side of financial advice
· Detail-oriented, reliable, and open to feedback and learning
· Strong communication skills — written, verbal, and interpersonal
· A team player with a positive attitude and curiosity to explore new ideas
What You’ll Gain
A Note from Us
We know that talent comes in many forms. You don’t need to have everything figured out or meet every single qualification to apply. If you’re eager to learn, value relationships, and want to explore a meaningful career in finance, we’d love to meet you.
To apply, please submit your resume and brief cover letter by March 1, 2026, explaining your interest in wealth management to Sue Altobell at sue@mywealthimpact.com.
We are a full-service wealth advisory practice comprised of a group of deeply committed professionals who deliver exceptional guidance and a personalized client experience to a select group of individuals, families, and owners of closely held businesses both locally and around the country.
Our mission is to become an essential resource to our clients by helping provide them with the comprehensive knowledge, experience, and services to define and pursue what matters most.