Financial Planning Intern

Job Title: Financial Planning Intern

Location: Jenison, Michigan

Duration: Summer 2026 (with flexibility and possible continuation into fall 2026) 

Hours: 24-30 hours a week

Pay Rate: $17 an hour

Job Description:

As a Financial Planning Intern, you will have a unique opportunity to immerse yourself in the world of financial planning with a fast-growing firm actively pushing the profession forward. This role offers a blend of hands-on experience in client meetings, the ability to research financial planning topics, and a chance to take your classroom knowledge and turn it into real-world application as part of a supportive, fast-paced environment.

Key Responsibilities:

• Sit in on Client Meetings: Gain firsthand experience by attending client meetings, where you will observe and learn how we build and maintain client relationships. You will work directly with lead advisors and help them prepare for meetings, have the ability to participate in those meetings, and then help conduct the follow-up process.
• Learn the Financial Planning Process: Straight Path Wealth has created a collaborative and engaging financial planning process that is radically different than traditional financial planning systems. Get hands-on experience in the financial planning process from start to finish, including data gathering, analysis, plan formulation, and implementation.
• Understand How Taxes Play a Key Role in Financial Planning: Many financial firms say they provide “tax planning” but Straight Path Wealth takes it to another level. We have an in-house team of tax experts who prepared over 600 returns for our clients last year. Straight Path is on the leading edge of building tax preparation and planning directly into the financial planning process.
• Assist with Financial Research: Research various investment products and financial planning strategies to support our advisors.
• Participate in Team Projects: Collaborate on projects and contribute to team objectives, enhancing your teamwork and project management skills.
• Experience a Growing Firm: Feel the pulse of a rapidly expanding company, and understand what it takes to scale a business in the financial sector.

Qualifications:

• Currently pursuing a degree in Finance (Preference in Financial Planning) 
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficient in Microsoft Office Suite.
• Keen interest in financial markets and personal finance.
• Brings a team-first mindset and is willing to help beyond defined responsibilities

What We Offer:

• A supportive learning environment where questions are encouraged.
• Opportunities to network with seasoned professionals.
• Valuable hands-on experience in the financial planning industry.
• A chance to contribute to real-world financial solutions.
• Experience in real client meetings
• Competitive internship compensation.
• Possibility of internship extension and employment after graduation

About Us:

Straight Path Wealth is a dynamic, fast-growing financial planning firm, where innovation meets excellence. Our team is dedicated to providing exceptional financial solutions to our clients, and we are looking for an enthusiastic intern to be part of our journey. Through our unique financial planning process, paired with in-depth tax planning, we deliver exceptional value to our clients each year, which has helped us grow by more than 3x over the last 4 years. 

Our Managing Partner, Matthew Boersen, was previously the Chair of the Board of Directors for the CFP Board, making him the first millennial and youngest Board Chair of the organization. He has won Top 40 Under 40 from Investment News and recently was named to InvestmentNews “Hotlist” alongside names like Jamie Dimon, and the CEO’s of Fidelity, Vanguard, and Wells Fargo.

How to Apply:

Submit your resume and a cover letter explaining why you are the perfect fit for this role to our COO, Victoria Buffum, at Victoria@StraightPathTax.com. Please include “Financial Planning Intern Application” in the subject line.