Financial Planning Internship

We currently offer two paid internships each year, one in fall and one in spring, to provide students in financial planning education programs opportunities to see how a firm like ours operates. We are currently looking for interns for Fall of 2026 and Spring of 2027.

• Sit in on financial planning meetings with our clients, fostering learning and understanding.
• Interns can ask our advisors questions on topics that are discussed in the meetings to gain a better understanding as well as asking questions for any financial topics you are interested in.
• Gain an understanding of our preparation and follow-up process and assist with the work that goes into and comes out of our client meetings. 
• Use and gain an understanding of our different financial planning systems and CRM.
• Record an episode for our Kitchen Table Finance podcast with our advisors.
• Work on blog articles for our blog (to be discussed with advisors beforehand).
• Engage in research projects dependent on advisor needs.
• Sit in on calls with East Bay, our portfolio advisors, dependent on intern availability.

Our goal is to deliver an internship experience that is both exciting and educational. We strive to deliver experiences that will allow you to gain knowledge of our field that will be applicable to your future career. By the end of our internship, interns leave with an increased understanding of the financial planning industry and how to work with clients.