Ph Financial Advisors | www.phfinancialadvisors.com

About Ph Financial Advisors

Ph Financial Advisors is a boutique financial services firm on a mission to help people reach and maintain a healthy retirement. We provide personalized financial planning and wealth management solutions, with a focus on building long-term relationships and guiding clients through every stage of their financial journey. As a small but growing practice, we value detail-oriented, motivated individuals who want to make a difference and grow with us.

Position Overview

We are seeking a Financial Advisor Intern who is eager to gain hands-on experience in financial services while supporting the daily operations of our practice. This internship is designed as a pathway to a full-time Financial Planner role and, ultimately, an opportunity to take on greater responsibility for the firm.

This position is ideal for someone who thrives in a collaborative, client-focused environment and is looking for a career with purpose, growth, and the ability to make a lasting impact.

Responsibilities

• Support the daily operations of the practice, including answering phones, managing email communications, and scheduling client appointments.
• Assist with case management, follow-ups, and preparation of financial planning materials.
• Maintain and update the Client Relationship Management (CRM) system.
• Participate in client servicing, helping prepare documents, reports, and casework.
• Shadow the owner during client meetings and gradually take on client-facing responsibilities.
• Learn and apply financial planning concepts in accumulation, retirement, and estate planning.
• Assist with investment proposals, insurance casework, and other plan-related deliverables.
• Contribute to marketing, communications, and practice growth initiatives as needed.

Qualifications

• Current junior, senior, or graduate student pursuing a degree in Finance, Economics, Accounting, Business Administration, or related field.
• Strong attention to detail, organizational skills, and adaptability in a fast-paced environment.
• Excellent communication and relationship-building abilities.
• A proactive, problem-solving mindset with a desire to learn and grow.
• Local to the area and available for 16–20 hours per week during the academic year (more in summer).
• Interest in pursuing professional designations such as the CLU, ChFC after graduation.
  

Compensation & Benefits

• Hourly Pay: $17 – $20 per hour, based on experience.
• Professional development and mentorship directly with the firm owner.
• Exposure to all aspects of financial planning and practice management.
• A clear path to full-time employment and future succession opportunities within the firm.
• Desire to obtain Insurance and Investment Licenses