Summer Internship

Headquartered in beautiful Carpinteria, California, Plan Member is a growing financial services firm serving hundreds of thousands of clients nationwide. For more than three decades, Plan Member has provided premiere retirement and investment services to individual investors as well as employees of education, nonprofits, governmental and private sector organizations. Plan Member has been a top-ranked fee-based broker dealer since 2004 and top-ten ranked for new retirement plans added and K-12 retirement plans.

With a mission of making a positive difference for our Partners, Members and Employees, Plan Member provides generous benefits and a personalized company culture that champions career growth and is looking for highly motivated individuals to join its growing team.

Location Information:
On-Site at our Carpinteria, CA Headquarters

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.

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.

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
• Investments
• Marketing
• Finance
• Human Resources/Facilities

Depending on the department assigned:

This position could be deemed an "Essential Staff" position for the purpose of our Business Continuity Plan "BCP". This distinction means you are expected to be fully prepared to perform essential functions of your job remotely as deemed applicable and necessary by your manager and the Company upon declaration of a BCP event.

• 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.
• Adaptabili…