2027 Wealth Management Internship

Location: Onsite in Orlando, FL; Westlake, TX; Charlotte, NC; Scottsdale, AZ; or Omaha, NE. The internship runs from June 7, 2027 through August 6, 2027.

Salary: $25.00–$27.50 per hour

Company

hirify.global provides wealth management services through personalized guidance, financial planning, and advice tailored to clients' goals.

What you will do

• Support financial planning, wealth management, advisor support functions, business initiatives, and process improvement efforts.
• Contribute to research and analysis projects that support client outcomes.
• Complete an individual business project and a cohort-based internship project.
• Participate in professional development workshops and networking opportunities.
• Learn from Wealth Advisors and business leaders across Wealth & Advice Solutions.
• Develop skills in analysis, problem-solving, communication, recommendations, and relationship building.

Requirements

• Currently pursuing a bachelor's degree and expected to graduate after August 2027.
• Must be able to attend the internship onsite in the selected U.S. location for the full internship period.
• Must be authorized to work full-time in the United States without employer sponsorship.
• Ability to learn new concepts, systems, and processes quickly.
• Ability to evaluate information, navigate ambiguity, identify solutions, and communicate recommendations clearly.
• Initiative, accountability, collaboration skills, receptiveness to feedback, and commitment to high-quality results.

Nice to have

• Interest in wealth management, financial planning, advisory services, and pursuing CFP certification.
• Financial planning coursework or participation in a CFP Board Registered Program.
• Experience with data analysis, trend identification, recommendations, customer service, hospitality, leadership, projects, or previous internships.
• Ability to build trust, manage multiple priorities, stay organized, and maintain professionalism and attention to detail.

Culture & Benefits

• Paid nine-week summer internship.
• Professional development workshops and networking opportunities.
• Learning opportunities with Wealth Advisors and business leaders.
• Support for continuous learning, growth, collaboration, and career development.
• Successful interns may be considered for future Wealth Management Academy opportunities.