Designed for Personal Financial Planning Program at Kutztown University

We partner with the Kutztown University Personal Financial Planning program to offer a hands-on, real-world internship experience inside a working advisory firm for one student each semester. This is not a “sit in the back and observe” internship, rather, it’s an opportunity to step into the role of a developing financial planner to see how advice is built, how client relationships are formed, and how planning actually comes to life beyond the classroom.

Apply today on Handshake

Client Interaction

Over the course of the school year, the student will work alongside our team, contribute to client service and advice, and gain exposure to both the technical and human side of financial planning. You’ll sit in on meetings, observe how conversations unfold, and learn how to ask thoughtful questions and listen for what truly matters. You’ll also be introduced to:

  • The human side of advising and financial psychology
  • Our 8-step financial planning process
  • The art of notetaking and capturing meaningful insights
  • How we help clients turn advice into action 
     

Financial Planning in Practice

You’ll work with real planning scenarios to help use the technical skills you’re learning in class to generate and deliver great advice. This includes:

  • Cash flow, tax, retirement, insurance, and estate planning analysis
  • Training in eMoney Advisor
  • Participation in our weekly “whiteboarding” meetings where planning strategies are discussed and refined 
     

What’s In It for You

You’ll be paid at $20/hour, and if you wish, you can receive course credit (if aligned with Kutztown requirements). You’ll also a letter of recommendation from us if it helps you on your path forward. And most importantly, you’ll leave with a clearer understanding of what this profession actually looks like and whether it’s the right path for you.

Who This Is For

This opportunity is best suited for a rising Senior in the Personal Financial Planning program. The students who get the most out of this experience tend to be:

  • Organized and dependable
  • Comfortable communicating with others
  • Curious and willing to ask questions
  • Energetic and engaged