Financial Intern + Summer

Company: Lutz

Level: Internship

Type: 40 hours per week

Timeframe: mid-May to early-August

Location: Omaha, NE (In-Person)

Lutz is a business solutions firm, partnering with customers to provide expert advisory and compliance services in Accounting, Financial, Tech, M&A, and Talent. We don’t just offer services; we deliver peace of mind by aligning our work with what matters most to our clients and team members, embodying our promise to Mind What Matters
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At Lutz, our people are our greatest asset. That’s why we’ve built a supportive, inspiring work environment centered around our core values: INTEGRITY, HUMANITY, BRAINPOWER, and CONFIDENCE. We foster an atmosphere where professional development is encouraged, your ideas are valued, and work-life balance is more than just a buzzword.

Lutz Financial takes a comprehensive, client-first approach to wealth management, financial planning, and retirement solutions. As an SEC Registered Investment Advisor and affiliate of Lutz, we offer independent advice tailored to each client’s unique goals, whether that’s building a secure financial future, managing investments, or designing retirement plans for businesses. Our team is backed by decades of experience and a range of industry-leading credentials, including CFP®, CFA®, and CPA.

What sets us apart? We dive deep, examining every aspect of a client’s financial life, from cash flow and education planning to tax strategies and estate considerations. If you’re passionate about helping individuals and businesses thrive financially, Lutz Financial is the perfect place to grow your career while making a meaningful impact

We like it here, and we think you will, too.

As a Lutz Financial Intern , you will:

• Assist with special projects supporting financial planning and investment strategy
• Support the preparation and organization of client financial plans
• Conduct portfolio research and analysis
• Draft trade proposals to implement approved portfolio updates
• Gain firsthand experience working alongside investment advisors
• Learn what it takes to become a successful Financial Advisor in today’s industry

• Strong academic credentials with a minimum GPA of 3.0 (Finance related majors preferred)
• Relevant work experience including summer positions and/or school jobs
• Demonstrated leadership and problem-solving skills
• Strong verbal and written communication skills
• Junior standing or above