Intern

Solon, Ohio, or Durham/Cary, North Carolina

We are seeking a motivated and detail-oriented intern to join our team. This role provides an opportunity to gain exposure to the day-to-day operations of a financial advisory firm while supporting both client service and internal processes.

The Intern will work alongside team members to assist with a variety of responsibilities related to organization, communication, and operational support.

Role Overview

The Intern will assist with a variety of tasks that support both the client experience and the firm’s internal operations.

This may include helping with organization, preparing materials, supporting client communication, and assisting with general office and operational needs.

The role is designed to provide exposure to how a financial planning firm operates while helping develop professional skills in organization, communication, and attention to detail.

Compensation
Hourly compensation will be provided based on experience. Typical range: $12 – $15 per hour.

Location
This position may be based in either our Solon, Ohio, or our Durham, North Carolina, office.

Work Structure
This is an in-office role and is not designed for remote or hybrid work.

Work hours will be coordinated based on availability and team needs.

Ideal Candidate

The ideal candidate is curious, dependable, and eager to learn in a professional environment.

Preferred qualities include:

• Strong attention to detail
• Willingness to learn and take initiative
• Good communication skills
• Comfort with basic technology and office tools
• Interest in financial planning or business operations