Private Wealth Advisors Intern

About the Role

IMA Private Wealth is seeking a Wealth Management Intern for their 2027 summer program. This internship offers direct engagement in IMA's values-driven culture through company, department, and cohort events, alongside a blend of learning programs, networking sessions, and department-specific work projects with real-world impact.

Key Responsibilities

• Support financial planners and advisors by gathering, organizing, and entering client information into financial planning tools.
• Assist with preparing financial plans and reviewing planning scenarios under the guidance of experienced team members.
• Observe and participate in client meetings, as appropriate, and assist with meeting preparation, notes, and follow-up.
• Support advisors and planners in tracking action items and coordinating planning-related implementation tasks.
• Assist with organizing and summarizing information from client tax returns and estate planning documents under team supervision.
• Research financial planning topics and industry developments to support team projects and client education materials.
• Build foundational knowledge of investments, retirement, tax, and estate planning through hands-on assignments and team learning opportunities.
• Assist with department projects and daily administrative tasks that support the team’s workflow and client service.

Requirements & Tech Stack

• Currently pursuing an undergraduate or graduate degree in financial planning, finance, accounting, economics, business, or a related field.
• An anticipated graduation date in Spring 2027, December 2027, or Spring 2028.
• Experience with Microsoft Office, including Excel, PowerPoint, and Outlook.
• Familiarity with MoneyGuide is helpful but not required.

Qualifications

• A genuine interest in wealth management and financial planning; related coursework, or interest in pursuing CFP® certification is a plus.
• Previous work or internship experience in professional services or a similar environment is a plus.
• Strong written and verbal communication skills, attention to detail, and the ability to organize information accurately.
• A collaborative, professional approach and sound judgment when handling confidential client information.
• Curiosity, a willingness to ask questions and receive feedback, and a commitment to learning and professional development.
• An entrepreneurial spirit with the ability to solve problems, think critically, take initiative, and contribute creative solutions.

Benefits for this internship include IMA paid holidays and five days of LifeBalance PTO. This internship is a learning and development opportunity and does not include participation in the company’s medical, dental, vision insurance, or other benefits programs provided to full-time associates.