Job Details

Job Description:

The Financial Planning Summer Intern will support the Advanced Planning Team, a centralized group of financial planners serving advisors and clients. This role is designed for students interested in financial planning, wealth management, or accounting who want hands-on exposure to financial planning and tax concepts. The intern will assist with analysis, research, and plan preparation while learning how comprehensive financial advice is delivered.

Key Responsibilities:

• Assist in preparing components of financial plans for prospective and existing clients, including retirement projections, cash flow analysis, Social Security estimates, education funding, and basic tax planning scenarios
• Support senior planners by gathering client data, running planning software reports, and organizing plan deliverables
• Use financial planning tools (e.g., eMoney, MoneyGuide, Holistiplan, Social Security tools) under supervision to generate projections and summaries
• Conduct research on financial planning and tax-related topics and summarize findings for the planning team
• Help review financial plans and presentations for accuracy, clarity, and completeness
• Participate in team meetings and observe advisor and client interactions to gain exposure to the planning process
• Assist in developing educational materials and internal resources for advisors and clients
• Collaborate with team members across Wealth Solutions on assigned projects

Qualifications:

• Currently pursuing a bachelor's or master's degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field
• Interest in financial planning, wealth management, and tax concepts.
• CFP® or CPA track is strongly preferred

Skills:

• Strong analytical and problem-solving skills
• High attention to detail and strong organizational skills
• Ability to learn new tools and concepts quickly
• Clear written and verbal communication skills
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Professional, ethical mindset and eagerness to learn in a team environment

Internship Details:
Hourly wage: $17.00 per hour
Duration: June 8, 2026- August 14, 2026

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
  
• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
  
• Unyielding Integrity, doing what's right, always. Even when it's hard.
  
• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
  
• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
  

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.

• Flex Time or Paid Time Off and Sick Time Off
  
• 401K - 6% Employer Match
  
• Medical, Dental, Vision - HDHP or PPO
  
• HSA - Employer contribution (HDHP only)
  
• Volunteer Time Off
  
• Career Development / Recognition
  
• Fitness Reimbursement
  
• Hybrid Work Schedule
  
  

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.