Financial Services Field Internship (Finance)

Location: Lexington, KY, United States

Company

Provides financial advice, investments, insurance, banking, and generosity programs.

What you will do

• Complete orientation and participate in an intern training program.
• Shadow financial advisors during client meetings, workshops, community events, and daily activities.
• Prepare financial plans and analyses using MoneyGuidePro, Morningstar, and other planning platforms.
• Attend team meetings, regional seminars, workshops, and virtual industry sessions.
• Work with the Engagement Team to integrate generosity programs into community activities.
• Research and present a project on best practices for building a financial-services business.

Requirements

• College junior or senior pursuing a degree in business, finance, marketing, or a related field.
• Strong computer aptitude and knowledge of Outlook, Word, Excel, and PowerPoint.
• Strong analytical and problem-solving skills.
• Strong oral and written communication skills.

Culture & Benefits

• Internship available for course credit when coordinated with school administration.
• Practical exposure to financial advising and industry-specific software.
• Opportunities to participate in community events and generosity activities.