Future Financial Advisor Internship

Job Description

FORTIFY Private Wealth Management (Washington, PA)

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Paid Summer Internship

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$15 per hour | Approximately 24 hours per week | 10-week program | Tuesdays through Thursdays

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Looking for More Than a Typical Internship?

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The most successful financial advisors are more than finance experts. They know how to connect with people, earn trust, communicate effectively and help clients navigate important long-term financial decisions.

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This is not a sit-back-and-observe internship. At FORTIFY Private Wealth Management, we are seeking ambitious rising juniors and seniors enrolled in four-year degree programs who are seriously interested in exploring a career as a financial advisor. Interns will work directly alongside experienced advisors, learning how to attract clients, build relationships, and grow a thriving practice. They will also contribute to marketing campaigns, business development initiatives, and client relationship management.

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What You'll Experience:

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Client Relationships & Professional Communication

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• Observe and participate in a variety of client meetings
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• Assist with meeting preparation and follow-up
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• Learn how trusted relationships are built and maintained
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• Develop professional communication and presentation skills
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Marketing & Business Growth

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• Support social media and digital marketing efforts
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• Assist with client events and community outreach
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• Contribute ideas for brand awareness initiatives
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• Learn strategies for attracting and retaining clients
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Business Operations

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• Gain exposure to the day-to-day operations of a professional practice
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• Work with client relationship management and business systems
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• Support special projects designed to improve efficiency and client experience
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Leadership & Professional Development

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• Receive mentoring from experienced professionals
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• Strengthen networking and relationship-building skills
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• Learn how successful advisors develop and grow a business
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• Build confidence in professional settings
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Who Thrives at FORTIFY?

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You might be a strong fit if you:

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·       Are interested in building a career as a financial advisor

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·       Enjoy meeting new people and developing meaningful relationships

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·       Bring a competitive, growth-oriented mindset

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·       Are comfortable initiating conversations and presenting ideas

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·       Demonstrate self-discipline, accountability, and follow-through

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·       Are curious, coachable, and eager to learn

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·       Have experience in sales, athletics, leadership, fundraising, recruiting, or other customer-facing roles

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Why FORTIFY?

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At FORTIFY Private Wealth Management, we believe success begins with relationships.

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You will work alongside professionals who are committed to helping clients make confident financial decisions while mentoring the next generation of leaders. This internship provides meaningful exposure to business development, client engagement, leadership, and professional growth in a collaborative team environment.

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Our goal is not simply to provide a summer job. Top-performing interns may be considered for future career opportunities and participation in FORTIFY’s Financial Advisor Development Program following graduation.

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What You'll Gain:

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• Real-world experience within an established wealth management practice
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• Professional mentorship and coaching
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• Client communication and presentation experience
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• Sales and relationship-building skills
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• Exposure to financial advising as a career
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• Meaningful project work for your résumé
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• Consideration for future career opportunities
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To Apply: Please submit your résumé along with a brief statement explaining:

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1. What interests you about this internship and a potential career in financial advising?
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2. Describe a time when you influenced, motivated, persuaded, or led others.
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3. What career paths are you currently considering after graduation?
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