Wealth Management Intern

Description:

Company Overview

Founded in 1991, Dodds Wealth is a privately owned Registered Investment Advisor dedicated to delivering exceptional personalized service to a select group of clients using a disciplined, team-based approach. For more than three decades, we have built our reputation on preparation, process, and long-term client relationships.

Position Summary

Dodds Wealth is seeking a Wealth Management Intern to support our mission of delivering thoughtful, proactive wealth management and an exceptional client experience.

This internship is part of our Financial Planning Development Program and is designed to provide hands-on exposure to the core functions of a wealth management firm. The intern will assist with client meeting preparation, data management, and firm-wide operational initiatives while gaining foundational knowledge across financial planning disciplines.

This role works closely with advisors and the operations team to support client service excellence and operational efficiency.

This position is ideal for a detail-oriented, growth-minded student who is eager to learn, highly organized, and interested in pursuing a career in financial planning or wealth management.

Key Responsibilities

• Prepare client meeting materials, including financial plans, reports, and supporting documentation
• Assist with data entry, maintenance, and accuracy within the firm’s CRM system
• Support data migration and firm technology upgrade initiatives
• Participate in pre- and post-meeting workflows to ensure a seamless client experience
• Learn and assist with portfolio rebalancing processes and investment implementation basics
• Gain exposure to core financial planning areas, including tax planning, estate planning, and investment strategy
• Collaborate with team members across advisory and operations functions
• Maintain high standards of organization, documentation, and follow-through on assigned tasks

Requirements:

Qualifications & Skills

• Currently pursuing a degree in Finance, Financial Planning, Economics, or a related field
• Prior coursework in financial planning, investments, or finance required
• Strong written and verbal communication skills with a professional presence
• High attention to detail and strong organizational and prioritization abilities
• Demonstrated ability to follow through on tasks with consistency and accuracy
• Positive attitude, flexibility, and willingness to learn in a team-based environment
• Proficiency in Microsoft Office (Excel, Word, Outlook); experience with CRM systems is a plus
• No prior professional experience required

Compensation & Benefits

• Salary disclosure: hourly rate of $27.00. Final offer amount is determined by factors including years and depth of candidate’s experience, certifications and skill set alignment to the job requirements.
• Enjoy a thoughtfully designed workplace with premium onsite amenities, including coffee and snacks, complimentary dry cleaning, paid parking, a fitness center, golf simulator, and a modern office environment.

Dodds Wealth is a fiduciary-focused wealth management firm committed to complying with all applicable federal and state laws and regulatory requirements. Certain positions may require securities registration, background checks, and ongoing licensing or continuing education. Dodds Wealth is an Equal Opportunity Employer and makes all employment decisions based on qualifications, merit, and business needs, without regard to any characteristic protected by applicable law.