Summer Internship

As an intern at Plan Member, you will have the opportunity to gain hands‑on experience in the financial services industry and contribute to meaningful projects that impact our organization. This internship program is designed to provide you with valuable insights, and a chance to develop essential skills that will benefit your future career. You will work closely with our team(s), learn from experienced professionals, and be exposed to various aspects of our industry.

• Learning
  
  Experience:
  
  Gain practical experience of the financial services industry
• Coaching/Mentorship:
  Receive guidance, coaching and mentorship from experienced professionals
• Networking:
  Build valuable connections within the industry.
• Exposure:
  Get a glimpse into the workings of a real-work workplace.

Salary Range: Starting salary is between $20.00 and $23.00 per hour, however, it is ultimately determined by the scope of the internship, the candidate’s relevant experience, credentials/certifications and internal equity.
Location Information: On-Site at our Carpinteria, CA Headquarters

The internship may lead to further career prospects within Plan Member

The duration of our summer internship is 6-8 weeks. Generally beginning the 2nd week of June till the 1st or 2nd week of August.

• Project Support:
  Assist in ongoing projects by conducting research, gathering data, and providing administrative support.
• Learning and Development:
  Participate in training sessions, workshops, and coaching programs to enhance your skills and knowledge.
• Collaboration:
  
  Work collaboratively with team members and cross-functional teams to achieve project goals and objectives.
• Problem Solving:
  Contribute to problem-solving initiatives by offering fresh perspectives and creative solutions.
• Documentation:
  Maintain accurate records, reports, and documentation related to your projects and tasks.
• Presentation:
  Prepare and deliver presentations on your project’s findings or related topics.
• Ad-Hoc Tasks:
  Assist with various ad-hoc tasks and assignments as directed by your supervisor/manager.

To be determined based on the department you are assigned to, such as:

• Service Center
• Operations
• IT
• Compliance
• Sales
• Investments
• Marketing
• Finance
• Human Resources/Facilities

• Accountability
• Have a strong desire for a career in the financial services industry
• A desire to learn and grow
• Excellent communication and interpersonal skills
• Detail-oriented and organized with the ability to manage multiple tasks.
• Adaptability and a willingness to take on new challenges.
• Eagerness to contribute to a dynamic team and organization.
• Time management

• Enrolled in a relevant bachelor’s or master’s degree program
• A Junior or Senior standing
• Have a comfortable working knowledge of Microsoft office/suite (Excel)