Financial Planning Intern jobs in United States
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Lifeworks Advisors · 2 days ago

Financial Planning Intern

positionGrand Rapids, MI
timeInternship
remoteOnsite
seniorityIntern
money$20/hr - $20/hr

Lifeworks Advisors is seeking rising or graduating seniors for a 12-week internship in financial planning. Interns will gain hands-on experience with comprehensive planning and learn directly from partner advisors.

Digital MarketingFinancial ServicesFinTechWealth Management

Responsibilities

Split time between structured learning and working alongside Lifeworks partner advisors to learn the practical side of financial planning
Weeks 1-3: Foundations - Learn values-based planning philosophy, client communication, behavioral finance, and investment fundamentals
Weeks 4-5: Portfolio & Presentations - Learn portfolio construction, risk assessment, client presentation skills, and attend the Annual Lifeworks Meeting
Week 6: Retirement Planning - Learn about Social Security optimization, pension analysis, and building comprehensive retirement scenarios
Week 7: Risk & Protection - Learn risk management, debt strategies, credit planning, and cybersecurity
Week 8: Tax Planning - Learn tax strategy integration across the financial plan
Week 9: Technology - Receive hands-on training with financial planning software and CRM systems
Weeks 10-12: Estate Planning & Your Capstone - Learn estate planning fundamentals, charitable giving strategies, and develop and present a mock comprehensive financial plan

Qualification

Client communicationBehavioral financePortfolio constructionRisk managementFinancial planning softwareAttention to detailProblem-solvingRelationship building

Required

Rising senior or recent graduate
U.S. resident
Strong academic record
Want to pursue the CFP® designation
Care more about meaningful planning work than sales quotas
Bring strong communication skills and genuine attention to detail
Can commit to 12 weeks in-person in Grand Rapids, MI
Have a learning mindset and client service focus
Enjoy problem-solving and building relationships

Benefits

$1,000/month housing allowance for Grand Rapids accommodations

Company

Lifeworks Advisors

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Lifeworks advisor provides tools and templates to support a scalable, fee-based, subscription model for financial planning.
dateFounded in 2017
location
Grand Rapids, Michigan, USA
people-size11-50 employees
web-link
https://lifeworksadvisors.com

Funding

Current Stage
Early Stage
Total Funding
$7.55M
2022-01-01Series Unknown· $4.5M
2020-10-01Seed· $1.8M
2020-05-01Pre Seed· $1.25M

Leadership Team

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Rob Allen
CTO/COO & Partner
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Kurt Van Dyken
Founder & Partner
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Recent News

Citywire
Mariner’s Bicknell invests $1.8m in startup Lifeworks Advisors
2025-12-08
Company data provided by crunchbase