Waggoner Financial
Wealth Management Summer 2027 Internship
Lansing, Michigan · Internship · Posted Aug 11, 2026
- Education
- Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field.
About the job
Supports wealth management advisors with client preparation, financial planning materials, investment research, and onboarding tasks.
What you'll do
- Prepare client meeting agendas and portfolio review materials; provide research support.
- Maintain data in CRM and portfolio management systems and help prepare financial planning analyses.
- Research investment products and planning strategies; assist with client onboarding documentation.
What they ask for
- Currently pursuing a bachelor's degree in Finance, Economics, Accounting, or a related field.
- Proficiency in Microsoft Excel and Word, and comfort learning new software platforms.
- Strong written and verbal communication skills; attention to detail and discretion with sensitive client information.
- Ability to work independently and manage multiple tasks in a fast-paced office environment.
Nice to have
- Rising junior or senior preferred.
- Strong interest in financial planning, wealth management, or the CFP® path.
Tools
Microsoft Excel, Word, CRM, portfolio management systems
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