Ready to launch your career in wealth management with a local firm that has a strong track record in employee retention and firm ownership?
Financial Symmetry’s Internship is Accepting Applicants for Fall-Spring 2025-2026 Semesters
Since its launch in 2000, our internship program has grown alongside our firm, creating opportunities for talented undergraduate students to gain meaningful, hands-on experience in the financial industry. Originally focused on students from North Carolina State University, we welcome undergraduate students from across North Carolina and Virginia into our program for summer sessions.
About our Wealth Management Internship
Engage in Personal Financial Planning and Wealth Management: Our program offers an immersive experience, allowing you to engage deeply with the realms of personal financial planning and wealth management. We are focused on so much more than investment management — financial planning, tax planning, estate planning, cash flow monitoring, tax return prep and review –are key reasons our clients work with us. Our internship highlights these services while providing an environment to learn about how an independent Advisory firm operates.
Flexible Scheduling Options:
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Fall and Spring Semesters: Engage in part-time work, ranging from 15-20 hours per week, from late August to December, take a break for the holidays and begin again January to May.
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Summer Term: Experience a more intensive schedule with up to 35 hours per week, from May to August. Note: Our summer 2025 program is currently full.
Location: Join us in our Raleigh office, conveniently located near in Wade V, a LEED GOLD Certified Building, near both the Lenovo Center and Carter-Finley Stadium. Our location is close to restaurants, regularly visited by food trucks and is surrounded by walking paths and courtyards.
Who Should Apply:
We seek proactive sophomore, junior and senior undergraduates majoring in finance, accounting, or operations management, who exhibit:
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A robust interest in the financial sector.
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An understanding of personal finance terminology.
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A keenness to delve into wealth management and personal financial planning.
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What to Expect During Your Internship:
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Inventory Management: Learn about the different types and documentation of client assets, liabilities, incomes, and expenses.
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Document Digitization: Play a role in the financial planning process by converting documents to digital formats & extracting key data points for financial planning.
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Data Reconciliation and Reporting: Assist in reconciling investment account data and preparing performance reports.
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Tax Planning Support: Aid in tax planning project by extracting data from client pay statements and assist in entry of tax preparation data (January-April).
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Trade Verification: Ensure the accuracy of trading data.
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Client Interactions: Monitor client cash flows and assist in preparing meeting presentations, occasionally shadowing client meetings where appropriate.
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Process Improvement: Contribute to enhancing firm processes and participate in marketing and onboarding initiatives.
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How to Apply:
Ready to take the next step? Apply by completing a brief Internship Assessment. In addition to our Internship Assessment, please send your resume, a concise cover letter, your unofficial transcript, and your semester class schedule (indicating your availability) to Heather Gudac at hgudac@financialsymmetry.com.
Please Note: No phone calls or pre-scheduled appointments. We will reach out if we believe there’s an opportunity to discuss your potential further.
