Financial Planning Internship

Internship Job Requirements:

  • 16-24 hours/week on site at our office location


  • $20/hour

During the internship you will learn to:

  • Write and proofread comprehensive financial plans and client communications
  • Prepare meeting agendas and other documentation
  • Prepare balance sheets, cash flow, and tax projections
  • Prepare reports
  • Research financial topics

Qualities we are seeking: 

A student in their junior or senior year who is interested in personal financial planning/taxes/investments, and who demonstrates professionalism, accuracy, a desire to help people, and great attention to detail. 


Elser Financial Planning is an Equal Opportunity Employer. Elser Financial Planning does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

Please forward your resume and contact information to:   [email protected]