# Wealth Management Summer 2027 Internship

**Company:** [Waggoner Financial](null/companies/tZ6VCSEHXFZ5JWHDRMg3FB.md)
**Location:** Lansing, United States
**Workplace:** on site
**Employment type:** Temporary
**Department:** Wealth Management

[Apply for this job](null/view/8af76ca7-395a-4810-bd7a-61210a86e2dc)

## Description

-   Assist advisors with client meeting preparation, including agenda building, portfolio review materials, and research support.
-   Support data entry and maintenance within CRM and portfolio management systems.
-   Help prepare financial planning materials, including retirement projections, cash flow summaries, and benefits comparisons.
-   Conduct research on investment products, market trends, and planning strategies under advisor supervision.
-   Assist with client onboarding documentation and account paperwork.
-   Attend client meetings as appropriate to observe advisor-client interaction.

## Requirements

-   Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field; rising junior or senior preferred.
-   Strong interest in financial planning, wealth management, or the CFP® path.
-   Proficiency in Microsoft Excel and Word; comfort learning new software platforms.
-   Strong written and verbal communication skills.
-   High attention to detail and ability to handle sensitive client information with discretion.
-   Ability to work independently and manage multiple tasks in a fast-paced office environment.

## Benefits

-   Direct mentorship from CFP® professionals, including advisor shadowing and client meeting exposure.
-   Hands-on experience with real planning work: retirement projections, benefits analysis, and portfolio review materials.
-   Competitive hourly pay.
-   Flexible scheduling around class commitments.
-   Small-firm environment with direct access to senior advisors and leadership.
-   Potential path to a full-time offer upon graduation.