Modern Woodmen of America - Summer InternAt — Modern Woodmen of America

Opportunity Summary 

Our 7-week Summer Internship is designed to provide a hands-on, classroom-based introduction to the financial services industry. This program is ideal for individuals interested in exploring a career in financial planning while gaining a strong foundation in core concepts, strategies, and real-world applications.

Schedule:

  • Duration: 7 weeks (June 19-July 31)

  • Days: Fridays only

  • Time: 9:00 AM – 2:00 PM

Throughout the internship, participants will gain insight into the fundamentals of financial planning and the philosophies that drive our approach. Each week focuses on a different aspect of the planning process, including:

  • Financial planning principles and client-centered strategies

  • Budgeting and saving techniques for short- and mid-term goals

  • Investment basics and accumulation strategies

  • Overview of key financial accounts (e.g., IRAs, 529 college savings plans)

  • Risk management and long-term planning concepts

  • Our firm’s values, mission, and approach to helping clients succeed

Tasks:

Interns will collaborate in teams to apply what they’ve learned by building a comprehensive financial portfolio. On the final day of the program, each group will present their portfolio, demonstrating their understanding of financial planning concepts and strategies.

This program offers a structured, educational approach to internships in the financial services industry. Rather than focusing solely on administrative tasks, we prioritize learning, development, and exposure to a potential long-term career path. Our goal is to introduce motivated individuals to the profession and identify those who may be a strong fit for future opportunities.

Training:

Training will consist of: Office Hours with Leadership
Advisor & Meeting Shadowing
Licensing & Exam Preparation
Interactive Workshops

Learning Outcome:

Understand key financial products and accounts
Build practical budgeting and saving skills
Gain insight into the financial services industry
Develop a foundational understanding of financial planning

Program 
Service Learning
Location Type 
On-site
Location 
Ontario, California
United States
This opportunity provides some form of compensation 
No
Opportunity Availability 
04/14/2026 to 08/28/2026