Wealth Strategy & Finance Intern

Internship Duration: 8–10 Weeks Work Type: Remote Commitment : 10–20 Hours per Week Track: Finance Internship Program About This Role Most finance internships have you updating spreadsheets for strategies you'll never fully understand. At ClairFi, you'll study the real plays — tax optimization structures, private deal syndication, trust planning, and asset protection frameworks — and help translate them into content and client-facing tools used by ClairFi360 members earning $250K–$1M+. This role is for someone who reads financial content outside of class, can hold a nuanced conversation about tax strategy or alternative assets, and wants their internship to actually accelerate their career — not just add a logo to a resume. What You'll Do Research and document tax optimization strategies: QSBS, DSTs, opportunity zones, cost segregation, and more Summarize alternative investment structures (private equity, syndications, hedge funds) for our internal knowledge base Support due diligence documentation for vetted partner funds and alternative investment offerings Assist with or build financial modeling templates used in client onboarding and scenario planning Contribute to client-facing educational content on estate planning and asset protection Senior-track candidates: Build comprehensive tax scenario models and draft a final capstone strategy brief reviewed by a senior advisor What We're Looking For Pursuing a degree in Finance, Accounting, Economics, or a pre-law / CFP track Basic-to-intermediate understanding of tax concepts, investment vehicles, or estate planning Strong analytical skills with proficiency in Excel or Google Sheets Intellectual curiosity — you follow financial news, read whitepapers, or explore strategy outside the classroom Prior coursework or experience in tax, investing, or financial planning is preferred Pursuing or planning to pursue CFA, CFP, CPA, or law school is a genuine differentiator What You'll Walk Away With Direct exposure to private deal flow, tax strategy, and wealth structures most advisors hide behind $25M minimums Real analytical work product reviewed and used by a practicing advisory team A network of accredited investors, wealth advisors, and fintech founders A strong reference letter and — for high performers — potential path to an associate or advisor partner track Compensation Performance-based stipend for all interns. Exact amount determined based on scope, class year, and demonstrated contribution. Details shared during the interview process. High performers will be considered for post-graduation opportunities. #J-18808-Ljbffr ClairFi Technologies Inc.