Summer Internship

We are seeking a highly motivated and dynamic individual to join our team as a Summer Intern. In this role, you will be involved in various tasks and projects related to the organization. We have multiple departments with internship openings, including:
Finance, Marketing, Business Development, Operations, Compliance, Technology, Investments, Human Capital, and Practice Synergies teams. We are seeking candidates entering their final year or semester of college, or recent graduates who are motivated early-career professionals eager to grow with our team long-term.

Department: Internships

Employment Type: Internship

Location: Tampa, FL

Compensation: $20.00 / hour

We are seeking a highly motivated and dynamic individual to join our team as a Summer Intern. In this role, you will be involved in various tasks and projects related to the organization. We have multiple departments with internship openings, including:
Finance, Marketing, Business Development, Operations, Compliance, Technology, Investments, Human Capital, and Practice Synergies teams. We are seeking candidates entering their final year or semester of college, or recent graduates who are motivated early-career professionals eager to grow with our team long-term.

• Department-Specific Needs:
• Learn the ins and outs of your department and meaningfully contribute to team goals
• Provide support to department team members as assigned.
• Help prepare reports, marketing materials, and other documents as needed.
• Administrative Support:
• Assist with administrative tasks such as data entry, document management, and filing.
• Update information in the firm's CRM system and maintain accurate records.
• Create systems and processes for organization and workflow as needed.
• Compliance Knowledge:
• Learn about regulatory requirements governing investment advisory services.
• Assist in ensuring compliance with industry regulations and internal policies.
• Participate in compliance training sessions and help maintain compliance-related documentation.
• Professional Development:
• Actively participate in training sessions and learning opportunities provided by the firm.
• Seek feedback from supervisors and peers to improve performance and enhance skills.
• Take initiative to expand knowledge of financial services industry practices and regulations.

• Currently pursuing a degree in finance, economics, business, or a related field and either entering final year or semester of college, or recent graduate.
• Strong interest in financial services, retirement planning, and investment management industry.
• Excellent analytical skills and attention to detail.
• Proficiency in Microsoft Office suite, particularly Excel and PowerPoint.
• Effective communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Previous internship or work experience in finance or related fields is a plus.

• This position will work from our downtown Tampa, FL location
• Candidates must have own housing option for the duration of the internship
• This position will be on a part time basis working Monday-Thursday 9:00 am – 5:00 pm
• Internship will be approximately 12 weeks beginning in May 2027 – Exact date TBD
• Occasional evening/weekend hours may be requested.
• Travel up to 10%

• Temporary, Part-Time, Non-Exempt

Not offered for part-time employees.