Associate Planner InternAt — Dedicated Wealth Partners

Dedicated Wealth Partners is seeking motivated, detail-oriented college students for a part-time internship focused on real-world exposure to the financial planning profession. Interns will learn the fundamentals of financial planning, assist with client intake and case analysis, and develop professional communication skills in a virtual, client-centered environment. This role is designed to provide hands-on experience in the planning process while supporting the firm’s mission to make financial advice accessible to all.

Please note that interns are not allowed to drive a vehicle to fulfill the requirements of this internship.

Tasks:

Listen to podcasts relating to financial planning topics and share takeaways with our team.
Participate in a mock discovery meeting with a peer or supervisor acting as a client.
Review a sample client intake packet and complete a \\Planning Opportunities Report\\.
Write a client-ready email draft explaining a common financial topic.
Prepare documents for client meetings and deliver them to the clients.

Training:

Weekly training modules with reading assignments, short videos, and reflection prompts.
Roleplay exercises using provided client scripts and templates.
Case study assignments where interns review sample client profiles and practice identifying planning needs.
Presentation opportunities to practice delivering key concepts verbally to a small audience.
Intern orientation covering expectations for communication, deadlines, and conduct.

Learning Outcome;

Explain the core principles of financial planning.
Conduct an introductory client discovery meeting.
Analyze client information to identify planning opportunities.
Communicate financial concepts clearly and professionally.
Demonstrate professionalism in a virtual business setting.