What are the responsibilities and job description for the Financial Advisory Internship - Summer 2025 position at rebel Financial?
Why choose us?
At rebel Financial, we challenge the traditional model of financial firms by prioritizing “people before profits” and striving for financial and investment excellence. We offer a collaborative, small business environment where you'll have hands-on opportunities to grow professionally while contributing directly to our clients' success.
We embrace cutting-edge industry technology, including top-tier financial, investment, and tax preparation tools like Advyzon, eMoney, HupSpot, to ensure our clients receive the best possible service. As a values-driven social enterprise, we're dedicated to making a positive impact.
We're looking for motivated and creative professionals who are eager to join us in helping individuals reach their financial potential. If you're passionate about financial advisory and are ready to work in a dynamic, client-centered environment, we want you on our team!
Internship Description
This Financial Advisory Internship is designed to provide hands-on experience and valuable insights into the career of a financial advisor. Interns will work closely with our Financial Coaches and Advisors, gaining exposure to the entrepreneurial aspects of managing a practice. This opportunity emphasizes understanding how to manage and grow a client-centric advisory business while developing critical skills in investment management and advisory services.
Position Responsibilities
- Collaborate within an Advisory/RIA Team to support client and firm objectives.
- Build and apply foundational to intermediate financial advisory skills.
- Analyze key investment management challenges and develop innovative solutions for client and firm needs.
- Embrace and integrate the firm's investment planning philosophy and approach.
- Learn the technology used to implement investment strategies, contribute to process improvement, and assist with the adoption of new systems and solutions.
Position Requirements & Skills
- Education: Ideally a Rising junior or senior at a four-year institution.
- Background: No specific degree requirement, but a strong interest in pursuing a career in Financial Advisory as a Certified Financial Planner (CFP) is preferred.
- Skills:
- Self-motivated and driven individual with the ability to work independently and productively.
- Familiarity with investments and technology is a plus.
- Strong problem-solving skills and a proactive approach to learning and contributing to the team's success.
This internship offers a unique opportunity to build essential skills and gain direct experience in the financial advisory field while developing a deeper understanding of the investment management process.
Intern Today, Lead Tomorrow: Your Journey in Finance Begins Here!
