Financial Planning Internship
The Waite Financial Group internship program helps to provide college students with a unique look into many aspects of a successful financial planning firm. Interns will work alongside experienced professionals and are exposed to our values based culture.
Work hands-on with our financial advisors and wealth management team to provide market research, client plan preparation, and client service and support.
The goal of our internship program is to expose the intern to a values based culture while gaining meaningful work experience in the financial planning industry. By the end of the program, interns will have experienced the following: financial planning processes, retirement and tax strategies, wealth management, and risk management tools. We are intentional about creating a memorable internship experience that provides a solid foundation to succeed in the industry.
I always felt like I was welcomed, and Waite Financial Group pushed me to ask questions and learn more about the work that they do. I felt comfortable to learn and grow because I always knew that WFG cared for me and would help me when I needed it.
I learned so much throughout my internship and there are a few things that really stand out. I learned how to navigate meetings and how to adapt when something unexpected happens. I learned what it was like to be a good communicator in a team and how to effectively seek help and guidance from others. I also learned how to ask good questions and how to find answers when I need.