Financial Planning & Wealth Intern

Location: Milwaukee, WI; full-time onsite internship. Candidates must be local to Milwaukee during the summer.

Compensation: $16.50–$30.00 per hour.

Company

hirify.global provides integrated financial services focused on risk management, wealth accumulation, preservation, and distribution for individuals and businesses.

What you will do

• Support financial plan preparation by gathering client information, reviewing planning inputs, and developing materials for senior-team review.
• Assist with portfolio administration, investment research, reporting, and analysis.
• Prepare planning paperwork, proposals, and materials supporting advisors and clients.
• Contribute to projects across operations, business development, wealth management, and investment management.
• Participate in weekly financial advisor calls and learn how planning recommendations become field support.
• Complete additional planning and project work based on team priorities.

Requirements

• Pursuing a bachelor's degree in business, finance, personal financial planning, economics, or a related field at an accredited college or university.
• Expected graduation in December 2027 or May 2028.
• Cumulative GPA of 3.3 or higher.
• Coursework or experience related to financial analysis, planning inputs, plan analysis, life insurance, investments, economics, or a similar area.
• Working knowledge of Microsoft Word and Excel, plus clear communication, analytical thinking, attention to detail, and the ability to manage competing deadlines.
• Must be authorized to work in the United States without current or future employer immigration sponsorship.

Nice to have

• Client-first mindset and interest in serving others.
• Self-motivation, curiosity, adaptability, professionalism, and a collaborative approach.
• Commitment to protecting confidential client financial information.

Culture & Benefits

• Internship runs from June through August 2027.
• Hands-on exposure to real-world financial planning, investments, and field support.
• Professional development workshops and senior leadership Q&A sessions.
• Volunteer initiatives, networking, and social events.
• Mentorship and collaboration with hiring managers and experienced professionals.

Hiring process

• Application and initial screening conversation.
• Interview alignment with a specific team based on abilities and interests.