Financial Services Intern

Foguth Financial Group is seeking a motivated, organized, and relationship-driven Financial Services Intern to join our growing team. This internship provides hands-on exposure to the financial planning industry while supporting advisors and team members in delivering an exceptional client experience.  

In this role, you will work alongside professionals to support day-to-day operations while developing skills in organization, communication, and client service. The ideal candidate is eager to learn, highly organized, detail-oriented, and thrive in a fast-paced, growth-oriented environment where professionalism, accountability, and client impact matter.  

What You’ll Do 

Support advisors in delivering a high-quality client experience through administrative and operational tasks 

Assist with preparing materials for client meetings, reviews, and onboarding 

Maintain and organize client records using CRM systems and internal tools 

Conduct research and assist with reports or internal projects 

Participate in team meetings and gain exposure to the financial planning process 

Assist with client education events, workshops, or seminars when applicable 

What We’re Looking For 

Currently pursuing a degree in Finance, Business, or a related field 

Strong organizational and time-management skills 

Positive and professional attitude with strong communication skills 

Ability to work independently while collaborating with a team 

Detail-oriented with a willingness to learn in a fast-paced environment 

Interest in financial services, retirement planning, or wealth management 

Internship Details  

Location: Multiple office locations (placement based on candidate proximity) 

Schedule: Part-time, flexible based on academic schedule 

Duration: Summer internship opportunities available 

Compensation: This is an unpaid internship intended to provide meaningful, hands-on experience in the financial services industry. Interns will gain real-world exposure, mentorship, and professional development. Academic credit may be available depending on university requirements. 

Why Foguth Financial Group 

Founded in 2009 by Michael Foguth, Foguth Financial Group was built on a mission to remove barriers, maximize retirement income, and reduce financial stress for those nearing or in retirement. What began with in-home client appointments has grown into a firm with 15 office locations across the United States, headquartered in Brighton, Michigan.  

Our commitment to excellence has earned recognition including the Best Investment Firm of Livingston County and the INC 5000 Fastest-Growing Private Companies, reinforcing our reputation as a trusted leader in retirement planning.   

Today, our team is dedicated to education and empowering clients to make informed financial decisions with confidence – delivering peace and purpose for our clients’ money.   

 FOGUTH FINANCIAL GROUP’S CORE VALUES  

Open, honest, positive, ethical   

Proud and loyal   

Client first   

Work works, get it done.   

Encourage the heart and show appreciation