Future Financial Advisor Internship
FORTIFY™ Private Wealth Management · Washington, Pennsylvania, United States
FULL TIMEtemporary
Job Description
FORTIFY Private Wealth Management (Washington, PA)Paid Summer Internship$15 per hour | Approximately 24 hours per week | 10-week program | Tuesdays through Thursdays
Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.
Looking for More Than a Typical Internship?The most successful financial advisors are more than finance experts. They know how to connect with people, earn trust, communicate effectively and help clients navigate important long-term financial decisions.This is not a sit-back-and-observe internship. At FORTIFY Private Wealth Management, we are seeking ambitious rising juniors and seniors enrolled in four-year degree programs who are seriously interested in exploring a career as a financial advisor. Interns will work directly alongside experienced advisors, learning how to attract clients, build relationships, and grow a thriving practice. They will also contribute to marketing campaigns, business development initiatives, and client relationship management.
What You'll Experience:
Client Relationships & Professional CommunicationObserve and participate in a variety of client meetingsAssist with meeting preparation and follow-upLearn how trusted relationships are built and maintainedDevelop professional communication and presentation skills
Marketing & Business GrowthSupport social media and digital marketing effortsAssist with client events and community outreachContribute ideas for brand awareness initiativesLearn strategies for attracting and retaining clients
Business OperationsGain exposure to the day-to-day operations of a professional practiceWork with client relationship management and business systemsSupport special projects designed to improve efficiency and client experience
Leadership & Professional DevelopmentReceive mentoring from experienced professionalsStrengthen networking and relationship-building skillsLearn how successful advisors develop and grow a businessBuild confidence in professional settings Who Thrives at FORTIFY?You might be a strong fit if you:· Are interested in building a career as a financial advisor· Enjoy meeting new people and developing meaningful relationships· Bring a competitive, growth-oriented mindset· Are comfortable initiating conversations and presenting ideas· Demonstrate self-discipline, accountability, and follow-through· Are curious, coachable, and eager to learn· Have experience in sales, athletics, leadership, fundraising, recruiting, or other customer-facing roles
Why FORTIFY?At FORTIFY Private Wealth Management, we believe success begins with relationships.You will work alongside professionals who are committed to helping clients make confident financial decisions while mentoring the next generation of leaders. This internship provides meaningful exposure to business development, client engagement, leadership, and professional growth in a collaborative team environment.Our goal is not simply to provide a summer job. Top-performing interns may be considered for future career opportunities and participation in FORTIFY’s Financial Advisor Development Program following graduation.
What You'll Gain:Real-world experience within an established wealth management practice Professional mentorship and coachingClient communication and presentation experienceSales and relationship-building skillsExposure to financial advising as a careerMeaningful project work for your résuméConsideration for future career opportunities
To Apply: Please submit your résumé along with a brief statement explaining:What interests you about this internship and a potential career in financial advising?Describe a time when you influenced, motivated, persuaded, or led others. xzbcwsv What career paths are you currently considering after graduation?
Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.
Looking for More Than a Typical Internship?The most successful financial advisors are more than finance experts. They know how to connect with people, earn trust, communicate effectively and help clients navigate important long-term financial decisions.This is not a sit-back-and-observe internship. At FORTIFY Private Wealth Management, we are seeking ambitious rising juniors and seniors enrolled in four-year degree programs who are seriously interested in exploring a career as a financial advisor. Interns will work directly alongside experienced advisors, learning how to attract clients, build relationships, and grow a thriving practice. They will also contribute to marketing campaigns, business development initiatives, and client relationship management.
What You'll Experience:
Client Relationships & Professional CommunicationObserve and participate in a variety of client meetingsAssist with meeting preparation and follow-upLearn how trusted relationships are built and maintainedDevelop professional communication and presentation skills
Marketing & Business GrowthSupport social media and digital marketing effortsAssist with client events and community outreachContribute ideas for brand awareness initiativesLearn strategies for attracting and retaining clients
Business OperationsGain exposure to the day-to-day operations of a professional practiceWork with client relationship management and business systemsSupport special projects designed to improve efficiency and client experience
Leadership & Professional DevelopmentReceive mentoring from experienced professionalsStrengthen networking and relationship-building skillsLearn how successful advisors develop and grow a businessBuild confidence in professional settings Who Thrives at FORTIFY?You might be a strong fit if you:· Are interested in building a career as a financial advisor· Enjoy meeting new people and developing meaningful relationships· Bring a competitive, growth-oriented mindset· Are comfortable initiating conversations and presenting ideas· Demonstrate self-discipline, accountability, and follow-through· Are curious, coachable, and eager to learn· Have experience in sales, athletics, leadership, fundraising, recruiting, or other customer-facing roles
Why FORTIFY?At FORTIFY Private Wealth Management, we believe success begins with relationships.You will work alongside professionals who are committed to helping clients make confident financial decisions while mentoring the next generation of leaders. This internship provides meaningful exposure to business development, client engagement, leadership, and professional growth in a collaborative team environment.Our goal is not simply to provide a summer job. Top-performing interns may be considered for future career opportunities and participation in FORTIFY’s Financial Advisor Development Program following graduation.
What You'll Gain:Real-world experience within an established wealth management practice Professional mentorship and coachingClient communication and presentation experienceSales and relationship-building skillsExposure to financial advising as a careerMeaningful project work for your résuméConsideration for future career opportunities
To Apply: Please submit your résumé along with a brief statement explaining:What interests you about this internship and a potential career in financial advising?Describe a time when you influenced, motivated, persuaded, or led others. xzbcwsv What career paths are you currently considering after graduation?
Details
| Company | FORTIFY™ Private Wealth Management |
| Location | Washington, Pennsylvania, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | temporary |
