Wealth Strategy & Finance Intern

Internship Duration: 8–10 Weeks
Work Type: Remote
Commitment
: 10–20 Hours per Week
Track: Finance Internship Program

Most finance internships have you updating spreadsheets for strategies you'll never fully understand. At Clair Fi, you'll study the real plays — tax optimization structures, private deal syndication, trust planning, and asset protection frameworks — and help translate them into content and client-facing tools used by Clair Fi
360 members earning $250K–$1M+.

This role is for someone who reads financial content outside of class, can hold a nuanced conversation about tax strategy or alternative assets, and wants their internship to actually accelerate their career — not just add a logo to a resume.

• Research and document tax optimization strategies: QSBS, DSTs, opportunity zones, cost segregation, and more
• Summarize alternative investment structures (private equity, syndications, hedge funds) for our internal knowledge base
• Support due diligence documentation for vetted partner funds and alternative investment offerings
• Assist with or build financial modeling templates used in client onboarding and scenario planning
• Contribute to client-facing educational content on estate planning and asset protection
• Senior-track candidates:
  Build comprehensive tax scenario models and draft a final capstone strategy brief reviewed by a senior advisor

• Pursuing a degree in Finance, Accounting, Economics, or a pre-law / CFP track
• Basic-to-intermediate understanding of tax concepts, investment vehicles, or estate planning
• Strong analytical skills with proficiency in Excel or Google Sheets
• Intellectual curiosity — you follow financial news, read whitepapers, or explore strategy outside the classroom
• Prior coursework or experience in tax, investing, or financial planning is preferred
• Pursuing or planning to pursue CFA, CFP, CPA, or law school is a genuine differentiator

• Direct exposure to private deal flow, tax strategy, and wealth structures most advisors hide behind $25M minimums
• Real analytical work product reviewed and used by a practicing advisory team
• A network of accredited investors, wealth advisors, and fintech founders
• A strong reference letter and — for high performers — potential path to an associate or advisor partner track

Performance-based stipend for all interns. Exact amount determined based on scope, class year, and demonstrated contribution. Details shared during the interview process. High performers will be considered for post-graduation opportunities.