Associate Financial Planner Intern - Summer 2027

Summary/Objective 

The Associate Financial Planner Interns will report to Financial Planners, as well as the Partners in charge of Associate Financial Planners. The Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relationship with CWA and implementation of the client’s financial plan, which include management of both internal and external workflows. 

Essential Functions 

1. Prepare and update all consult files for each client’s annual meeting 

1. Assist the Financial Planner with planning opportunities for the client 

1. Assist the Financial Planner and cl