Financial Symmetry has been partnering with North Carolina State University (NCSU) students for over 20 years, with nearly half of our team beginning their careers as interns from NC State. We’re thrilled to extend our internship opportunities to undergraduates in the Triangle area.
Internship Overview
- Experience: Engage in the fast-paced world of personal financial planning and wealth management with our hands-on internship.
- Schedule: Flexible part-time positions available during the fall and spring semesters (15-20 hours/week from August to December and January to May).
- A nearly full-time option is available in the summer (up to 35 hours/week from May to August). *Our internship is full for Summer 2024.
- Location: Our Raleigh office is conveniently located near the PNC Arena and Carter Finley Stadium, offering an immersive professional environment.
Who Should Apply
We’re looking for motivated students currently pursuing undergraduate degrees in finance, accounting, or operations management, with:
- A keen interest in finance.
- Basic knowledge of personal finance terms.
- An eagerness to explore the wealth management and personal financial planning industry.
What to Expect
As an intern, you’ll gain invaluable experience by:
- Managing inventory of client assets, liabilities, incomes, and expenses.
- Digitizing documents and contributing to the financial planning process.
- Assisting with account data reconciliation and performance reporting.
- Supporting trade verification and data integrity tasks.
- Engaging in client cash flow monitoring and presentation preparation.
- Improving firm processes and participating in marketing and onboarding projects.
How to Apply
Apply by completing a brief Internship Assessment. Please also send your resume, a concise cover letter, your unofficial transcript, and a semester class schedule (indicating your availability) to Heather Gudac at hgudac@financialsymmetry.com.
No phone calls or per-scheduling appointments. We’ll reach out if we feel there is an opportunity to speak with your further about our program. *Our internship is full for Summer 2024.
To apply for this job email your details to hgudac@financialsymmetry.com
