Job Description & Key Responsibilities

  • Assist our firm in increasing brand awareness.
  • Assist in planning and overseeing the firm’s marketing strategies across all channels including print, digital media and event planning.
  • Assist in the development and promotion of firm’s brand and promotional activities.
  • Manage marketing activities within operating budgets.
  • Gain invaluable knowledge and exposure to the financial planning and investment management industry by working alongside experienced advisors and analysts.


  • Education level: Currently enrolled sophomore, junior, or senior in college or recent college graduate.
  • GPA: 3.0 or higher.
  • Major: Preferably in Marketing. Exposure to Financial Planning, Family Resource Management, Accounting, Finance, or Economics is a plus.
  • Communication skills: Must possess excellent spelling, grammar, punctuation, and overall communication skills (both oral and written).
  • Computer skills: Superior understanding of Microsoft Office Suite: Outlook, Word, Excel and Powerpoint. Outstanding understanding of common social media outlets for digital marketing. Knowledge in any of the following software is a plus, but not required: RedTail CRM, MailChimp, ConvertKit, HootSuite, Canva, Box, and SweetProcess.
  • Organization skills: Must be proficient with calendaring, task management, and organization.


  • Compensation: Starts at $12 per hour, depending on experience.
  • Duration & Hours: Internships are typically 3 months to 1 year in length. Your work schedule will be negotiated depending on your availability with classes and school breaks. Hours will be determined with an offer and could be from 10-15 hours per week.
  • Background Check: We will perform background checks on candidates.
  • Confidentiality Agreement: Due to the sensitivity of all client information, you will be required to sign a confidentiality agreement.

How to Apply

If you believe you are the right candidate for this unique opportunity, please send an email with the subject “Marketing Internship” to with your cover letter and resume.