What are the responsibilities and job description for the Summer 2025 Internship position at Summit Financial Strategies?
Position Description:
Assist paraplanners and staff financial advisors in preparing deliverables for client meetings
by using portfolio management software. Gain invaluable knowledge and exposure to the
financial planning industry by working alongside experienced advisors.
Responsibilities:
Generate Client Deliverables
Work with associates to create reports and materials used in client meetings. Generate and
analyze client performance, gain/loss, current position, and Morningstar Investment reports.
Investment and Industry Research
Complete research projects on various topics in the financial planning industry and evaluate
industry trends.
General Office Duties
Qualifications:
Education
· Currently enrolled sophomore, junior, or senior in college or recent college graduate
· GPA 3.0 or higher
· Majoring in finance, economics, math, Consumer and Family Financial Services, or
accounting
Computer Skills
· Superior understanding of Microsoft Office Suite
· Software knowledge in addition to Microsoft Office a plus
Terms:
Internships are typically 12 weeks in length and pay $17 per hour. Due to the sensitivity of all
client information, Summit will perform background and credit checks on all candidates.
Candidates will be asked to sign a confidentiality agreement.
Salary : $17
