We facilitate internships that are created to bring together qualified students and member firms of the FPA SF Chapter.
If you are a student or career changer, you will gain valuable experience and build professional relationships. If you want an opportunity to apply the knowledge you’ve acquired in your studies and would like to experience what it’s like working in a professional financial planning office then an internship could be a great benefit to you.
If you are a member firm, you will help students and career changers entering the financial planning profession gain valuable experience. Your firm will benefit by having students help you take ideas from concept to completion by working on special projects and assignments. Students can help you evaluate and update new technologies, work on a new marketing plan, update or help create your website, conduct investment research and updates or assist with back office operations.
Golden Gate University, University of California Berkeley and San Francisco State University all have Personal Financial Planning programs. Their students can participate in internships in different ways. If offering an internship in conjunction with one of the Universities, you should contact them directly to facilitate your internship.
To ensure the internship was successful for both parties, you should provide feedback to your firm via an evaluation.
Many students enrolled in financial planning programs are transitioning from other careers and are employed while completing their studies. Some employers are willing to work out a flexible program to accommodate student’s needs.
Company – Charles Schwab
Position – 2024 Schwab Advisor Services RIA Internship
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