Summer & Fall Internships – Financial Services & Wealth Planning
Summer & Fall Interns | In-Person | Warwick, RI
Future Full-Time Career Opportunity Available
Are you interested in building a career in financial services, wealth management, or retirement planning?
Our well-established Independent Retirement Wealth Advisory Planning firm is seeking motivated and professional Summer and Fall Interns to support our advisory and client service team. These in-person internships offer hands-on exposure to financial planning, investment research, client relationship management, and daily operations within a growing advisory practice.
These opportunities are designed for students or recent graduates interested in developing into a Financial Service Advisor role. An internship with our firm, which has served clients for over 30 years, could be the first step toward your future career.
What You’ll Do
As a Financial Services Intern, you will work directly with advisors and support staff to assist with client servicing, planning preparation, and operational support. Responsibilities may include:
- Assisting advisors with daily client and operational activities
- Helping prepare materials and analysis for client meetings
- Supporting portfolio reviews and investment research projects
- Reviewing and organizing client documentation and records
- Assisting with client follow-up communications and courtesy calls
- Maintaining accurate client database records
- Supporting compliance and administrative processes
- Gathering account information and preparing review summaries
- Assisting with reports, mailings, and special projects
- Learning financial planning concepts, investment strategies, and client service best practices
What We’re Looking For
We are seeking someone who is:
- Organized and detail-oriented
- Professional and dependable
- Interested in financial planning and wealth management
- Comfortable using technology and learning new systems
- A strong communicator with excellent interpersonal skills
- Able to change gears quickly and prioritize responsibilities
- A self-starter with a positive attitude and desire to learn
- Must be a team player with a collaborative mentality
Preferred Qualifications
- Pursuing a degree in Finance, Business, Economics, Accounting, Communications, or related field
- Strong Microsoft Office skills (Excel, Word, PowerPoint)
- Strong written and verbal communication skills
- Prior office, customer service, or internship experience is a plus
- Interest in pursuing future financial industry licensing
- Previous sales experience preferred
What You’ll Gain
- Real-world experience in the financial advisory industry
- Exposure to investment analysis and retirement planning
- Mentorship from experienced financial professionals
- Professional development and career-building opportunities
- Networking opportunities within the financial services industry, including after-hours events
- Potential pathway into a full-time Financial Service Advisor position after graduation
Why Join Us?
We are passionate about helping clients achieve financial confidence while building a collaborative and growth-oriented workplace. We value professionalism, integrity, client care, and continuous learning.
This is an excellent opportunity for someone looking to start a long-term career in financial services and wealth management.
Apply today to gain valuable experience and grow your future with our team.
Please send your resume to careers@masseyandassociates.com