Fall 2026 Internship

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    "datePosted": "2026-05-06",
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    "description": "<p><span style=\"font-family: Inter, sans-serif; font-size: 14pt; font-weight: bold\"><span style=\"color: rgb(58, 110, 143)\">About Summit</span><span style=\"color: rgb(58, 110, 143)\"> </span></span></p>\n<p><span style=\"color: #3a6e8f; font-family: 'Segoe UI',sans-serif; font-size: 9.0pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-size: 12pt\"><span style=\"font-family: Inter, sans-serif\">Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $2 billion in client assets. While some RIA (Registered Investment Advisor) firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we are always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing and known for our openness to innovative ideas and approaches. We actively encourage our clients and associates to suggest ways to improve our service delivery and operations—and make our firm an even better place to work. We can help move your career from now to next.</span><span style=\"font-family: Verdana, sans-serif\"> </span></span></p>\n<p><span style=\"font-size: 12pt\"><span style=\"font-family: Verdana, sans-serif\"> </span></span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 14pt; font-weight: bold\"><span style=\"color: rgb(58, 110, 143)\">Position Description</span></span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Assist paraplanners and staff financial advisors in preparing deliverables for client meetings by using portfolio management software and CRM systems<br></span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Gain invaluable knowledge and exposure to the financial planning industry by working alongside experienced advisors</span></li>\n</ul>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 14pt; font-weight: bold\"><span style=\"color: rgb(58, 110, 143)\">Responsibilities</span> </span></p>\n<ul>\n<li><span style=\"font-size: 12pt\"><span style=\"color: black\">Generate client deliverables</span><br></span></li>\n<li><span style=\"color: black; font-size: 12pt\">Work with associates to create reports and materials used in client meetings</span></li>\n<li><span style=\"font-size: 12pt\"><span style=\"color: black\">Generate and analyze portfolio performance reports, gain/loss, current position information, etc</span><span style=\"font-family: 'Segoe UI', sans-serif\">.</span></span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><span style=\"color: black\">General Office Duties</span></span></li>\n</ul>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 14pt; font-weight: bold\"><span style=\"color: rgb(58, 110, 143)\">Education</span></span></p>\n<ul>\n<li><span style=\"font-size: 12pt\"><span style=\"color: black\">Currently enrolled junior or senior in college or recent college graduate</span><br></span></li>\n<li><span style=\"font-size: 12pt\"><span style=\"color: black\">GPA 3.0 or higher</span><br></span></li>\n<li><span style=\"color: black; font-size: 12pt\">Major in financial planning, consumer and family financial services, finance, economics, math, or accounting</span></li>\n</ul>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 14pt; font-weight: bold\"><span style=\"color: rgb(58, 110, 143)\">Computer Skills</span></span></p>\n<ul>\n<li><span style=\"font-size: 12pt\"><span style=\"color: black\">Superior understanding of Microsoft Office Suite</span><br></span></li>\n<li><span style=\"color: black; font-size: 12pt\">Software knowledge in addition to Microsoft Office is a plus</span></li>\n</ul>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 14pt; font-weight: bold\"><span style=\"color: rgb(58, 110, 143)\">Investment and Industry Research/Projects</span></span></p>\n<ul>\n<li><span style=\"font-size: 12pt\"><span style=\"color: black\">Complete research projects on various topics in the financial planning industry </span><br></span></li>\n<li><span style=\"color: black; font-size: 12pt\">Evaluate industry trends</span></li>\n<li><span style=\"font-size: 12pt\"><span style=\"color: black\">eMoney software case study</span></span></li>\n</ul>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 14pt; font-weight: bold\"><span style=\"color: rgb(58, 110, 143)\">Terms</span></span></p>\n<ul>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Internships are typically 12 weeks in length and pay $17 per hour. <br></span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Due to the sensitivity of all client information, Summit will perform background and credit checks on all candidates</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">Candidates will be asked to sign a confidentiality agreement.</span></li>\n<li><span style=\"color: rgb(0, 0, 0); font-size: 12pt\">This position is an in-person role. Maximum 20 hours per week.</span><span><br></span></li>\n</ul>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 14pt; font-weight: bold\"><span style=\"color: rgb(58, 110, 143)\">How to Apply</span><span style=\"color: rgb(58, 110, 143)\"> </span></span></p>\n<p><span style=\"color: #3a6e8f; font-family: 'Segoe UI',sans-serif; font-size: 9.0pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">This position is open immediately and until filled. No phone calls please. </span><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\"> </span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt\">Summit Financial Strategies, Inc. is an Equal Opportunity Employer</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\"><a href=\"http://www.summitfin.com\" target=\"_blank\" rel=\"noopener noreferrer\">www.summitfin.com</a></span><br></p>",
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