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Entry Level Full Time Jobs and Internship Opportunities


These companies are actively seeking applicants for full-time entry-level positions. It is never to early to begin your job search.  Apply today!  Be sure to check Handshake the university job Recruiting Portal for additional job postings.    

Abound WealthEntry-level Financial Planner PositionFranklin, KYvisit www.plancorp.com to view open positions

Company Job Title  Location How to Apply

Baird

Performance Reporting Specialist

Louisville, KY

To learn more and apply today!

Baird

Associate Financial Advisor

Louisville, KY

To learn more visit.

DPL Financial Advisors

Marketing Associate Positions

Louisville, KY

To learn more visit.

Fidelity

Various positions

Covington, KY

To Learn more visit to search for available positions.

 UBS 

Client Service Associate

Louisville, KY

Learn more and apply today!

JP Morgan Wealth Associate

Various Positions

Louisville, KY

Learn more and apply today!

 Cardinal Pointe Financial Group

Trader/Paraplanner

Louisville, KY

Learn more and apply today!

 Shoemaker Financial 

Financial Advisors

Brentwood, TN

Learn more and apply today!

Raymond James Financial

Financial Advisor Trainee

Nashville, TN

Learn more and apply today!

 Jacobson & Schmitt Advisors, LLC

Associate Wealth Advisor

Middleton Wisconsin

Learn more and apply today!

Mallard Financial Partners

Support Advisor Position

Middleton, Wisconsin

Learn more and apply today.

Accruent Wealth Advisors,

Financial Planning Associate Advisor

 

Winston-Salem, NC

 

Learn more and apply today! 

WealthFD  Associate Wealth Manager

Conshohocken, PA

Learn more and apply today!
Braiud Financial Advisors Associate Financial Planner

Station, TX

Learn more and apply today!
Baird Career Web Site

Client Specialist

Also, see Performance Reporting Sepcialist Position on Handshake and Financial Advisor Foundations Associate posiiton in Milwakee, WI

Periodic opennings across the nation and in KY Learn more and apply today!
Dimensional Funds Analyst and Associate Positions Charlotte, NC , Austin, TX and other locations Learn more and apply today!
Vanguard Various positions Various locations Learn more and apply today!
 Schwab Several positions are available various locations  Learn more and apply today!
Paradigm Weatlh Management   Associate Wealth Advisor Chicago Learn more and apply today!
Buckingham Wealth Partners

Associate Wealth Advisor

Burlington Learn more and apply today!

Various Companies

(CFP Board Career Center)

Several positions 

 

Several Locations

Visit the CFP Board Career Center for more information.

Job listing from FPA Job Board

Several positions

Several Locations

Visit FPA of St. Louis Job Board for more information.   

Mercer Advisors  positions change often Several Locations Visit https://www.merceradvisors.com/careers for more information about current position openings
Savant Wealth Management Entry-level Financial Planning Job   Visit Savant Wealth website for more information.
Fidelity

Financial Representative

Financial Consultant

Various locations Visit the Fidelity website and search for "Kentucky" other positions are available at this location
Buckingham Strategic Wealth

Several Positions available.

Positions change often

Several Locations  Visit Buckingham Strategic Wealth for more information.
Johnson Investment Counsel positions change often Several Locations  Visit https://www.johnsoninv.com/careers for more information. 
RMB Capital Management

Several Positions available.

Positions change often

Several Locations Visit http://www.rmbcap.com/careers/ to learn more. Scroll down and hit Open Position button.
Moneta Group Several Positions St. Louis, MO  Visit https://monetagroup.com/careers/ to learn more. 
CFP Board  Various Positions Various Locations Visit the CFP Board Career Board often to view open positions 
PlanCorp 

Client Service Representative

St. Louis Visit Plancorp for more information.
Ballentine: Wealth Planning Associates Various positions Massachusetts Visit Ballentine Wealth Planning to learn more.
Schwab

Financial Consultant Academy 

  Visit Schwab website for more information.

ShankerValleau Wealth Advisors(a fee only wealth management firm)  

Wealth Advisor Associate Skokie, IL

Visit NAPFA website for more information.

 

Tanconic Advisors (a fee only firm) Financial Planning Assistant/Paraplanner Saugerties, NY (Hudson River Valley)

Visit NAPFA website for more information

ARGI Financial Group Multiple positions Louisville, KY, Cincinnati, OH

Visit ARGI website for more information.

 

Financial Planning Association Various positions several locations

Visit FPA website for more information.

TD Ameritrade Multiple opportunities for Investment Consultants Various Locations  

Visit TD Ameritrade for more information.

Regional Banks,with Stephens

Several positions

Various Locations

Visit https://www.stephens.com/careers/career-opportunities/ for more information. 

Blue Sky Wealth Advisors

Wealth Advisor

New Bern, NC

View the NAPFA.org career center at https://www.napfa.org/opportunity/2444 for more information.

Market Street Wealth Management Advisors, LLC

Paraplanner with fee-only firm

Indianapolis, IN

Visit the NAPFA Careers website for more information.

Clear Perspectives Financial Planning

Financial Planning Analyst

Cincinnati, OH

Visit the NAPFA Careers website for more information.

Integrated Planning & Wealth Management, LLC Associate Advisor Carmel, IN Visit the OneFPA.org job board for more information.
Office of the Comptroller of the Currency Various positions Various locations Visit Careers at the OCC for more information. Check back often for new opportunties.

These companies are actively seeking to fill internship positions for Summer 2023.  Apply today! Be sure to check Handshake the university job Recruiting Portal for additional internship opportunities.  

Company Job Title Location How to Apply
Vanguard

College to Corporate Internship Summer 2023

Charlotte, NC, 

Scottsdale, AZ

Malvern, PA

Dallas, TX

Learn more at Vanguardjobs.com
Encore Wealth Management

Summer Internship

Louisville, KY

Contact Dr. Ron Rhoades for more information.
Vanguard

Internship opportunities

 

Various locations

Visit vanguardjobs.com for more information and to apply. 
Fidelity Investment Research

Internships - Summer 2023

 

Multiple locations Visit Fidelity to learn more more about future internships opportunities for 2023.
ARGI Financial Group                      

Summer 2023 Internships   

Various Locations Visit the ARGI Financial Group then scroll down and hit the tab "Careers at ARGI". ARGI will post their internship positions during the month of September, both to their website and the Gordon Ford College of Business Handshake Recruiting portal.
Edward Jones Investments Various opportunities will be available in the future various locations Visit Careers at Edward Jones for more information. Search for "Internships"
Raymond James Summer Internships - various disciplines various locations Visit Raymond James website for more information.
Sage Financial Services Summer Internships - Summer 2023 Columbia, SC Contact Dr. Rhoades for more information.
 USA jobs 

Summer 2023 - Internship

The Pathways Program

 

vacancies in various locations 

Visit USA jobs for more information.
Office of the Comptroller of the Currency Internships

Various position 

Various locations Visit Office of the Comptroller of the Currency website for more information.  Search for internships.  You my also contact Dr. Chris Brown for insight on working in this career field.
Baird 

Private Wealth Management Intern

  Visit the Baird.com website and search for internships.
Tennessee Comptroller of the Treasury Summer 2023 Audit Internship Program

The Comptroller of the Treasury's Audit Internship Program is a 10-week paid educational and experiential learning opportunity offering undergraduate and graduate students a chance to witness and participate in the audit operations of the Office.  The internships are within the Division of State Audit and Division of Local Government audit

Most of the positions are located in Nashville, TN. A few positions are available in Jackson, Cookeville, and Knoxville, TN  For more information visit the Office of the Tennessee Comptroller of the Treasury for more information
US Bank

Summer 2023 - Early Talent Programs 

Areas of Focus 

Assest Management, Credit Analyst, Finance and more.

 

Multiple locations  Visit  US bank website for more information.
FBI

Summer 2023 - Internship

Multiple positions 

Multiple locations

The Summer 2023 Application Opens Soon! The 2023 Honors Internship Program application will ipen on August 15, 2022 and close September 19, 2022.

Visit the FBI website for more information.

Walmart Home Office

Summer Internships 

Bentonville, AR Visit Walmart Careers website  for more information.
Wells Fargo  Various Internships  Various Locations

Visit Wells Fargo website for more information. 

UBS

Several positions 

 Various locations

Visit UBS website for more information.

Disney

Various positions 

 

Burbank, CA

Visit Disney website for more information. Search for internships.

PlanCorp Diversity in Financial Planning Internship

 

St. Louis Learn more and apply today!
BlackRock Various opportunities  

Visit BlackRock website for more information

Buckingham 2023 Strategic Initiatives Internship   St. Louis

Learn more and apply today!

Goldman Sachs Summer Analyst Internship - Summer 2023 Various cities

Applications for 2022 are open now. Visit Goldman Sachs website for more information.

Buckingham 2023 Strategic Initiatives internship   St. Louis

Learn more and apply today!

RMB Capital

Sophomore Internship

Junior Internship

 

Visit RMB Capital website for more information.

Caterpillar

Various Internships - Summmer 2023

Various Locations

Visit Caterpillar for more information.

 Scholarships Opportunities for Personal Financial Planning Students

Scholarship Information & Deadline How to Apply

The Future of Finance Scholarship Fund for Women Established by Prime Capital Investment Advisors

Prime Capital Investment Advisors is committed to supporting a vibrant and diverse talent base in the financial services industry. That is why we recently formed a 501(c)(3) that is sponsoring scholarships for women interested in pursuing careers in finance, financial planning, and/or investment management.


You can find our official scholarship announcement/press release here.  You can also visit our website.  As we pursue this effort, we would appreciate your support in spreading the word on this scholarship.  Please feel free to share this with students and colleagues.


The entire financial services industry is behind on this issue, and we are taking a leadership role in promoting greater diversity in our space. Becoming more diverse will require a lot of effort and a key ingredient will be encouraging students to study finance, financial planning, and investments in college. You may know that Prime Capital has a robust internship program, and The Future of Finance Scholarship Fund will be a perfect add-on to our program.


The 2023-2024 academic year was our first for providing scholarships, and we plan to provide them annually. Last August, the Future of Finance Scholarship Fund awarded our first two scholarships.  

 Candidates interested in applying for a scholarship can find the application on our website.  The deadline for submission is May 31, 2024.
CFP Board Center for Financial Planning

The CFP Board Center for Financial Planning administers scholarship programs that assist aspiring CFP® professionals with completing the education and exam requirements for CFP® certification.

Complete information about all of the scholarships administered by the CFP Board can be found here. Scholarships for undergraduate students include:

RIA Talent Advantage Student Scholarship - for Financial Planning Undergraduate Students -  Charles Schwab

Schwab Advisor Services in partnership with the Charles Schwab Foundation are looking to award twelve $10,000 scholarships to financial planning undergraduate students, or to undergraduate students who demonstrate their commitment to joining the RIA industry after graduation.

We encourage applications from students demonstrating a strong academic record, a passion for the RIA Industry and have a commitment to making a positive impact in the RIA field. Ideal candidates should be in good standing with an accredited four-year institution and in their freshman, sophomore, or junior year of study.

Students, check out the new RIA Talent Advantage Student Scholarship from Schwab Advisor Services and the Charles Schwab Foundation. There are twelve $10,000 scholarships available to students seeking a degree in financial planning or a career within the Registered Investment Advisor (RIA) industry.  

Hurry! The deadline to apply is Friday, May 3rd.

Visit Schwab Advisor Services RIA Talent Advantage® Student Scholarship to learn more about the scholarship and for some tips on submitting your scholarship application.

Learn more and apply today

Budros, Ruhlin & Roe

The Peggy Ruhlin Wealth is Women’s Work CFP® Exam Scholarship awards $625 toward the early registration rate of $825 for the CFP® exam. This means a scholarship awardee will assume financial responsibility for $200 of the CFP® exam.

The application window closes on May 2, 2024.

For more information and to apply visit here.
Women's Initiative Scholarship

The NAPFA Women’s Initiative is pleased to offer two academic scholarships ($2,500 each) for female students with an interest in financial planning. Applicants should be female students of any major enrolled in a college or university in the United States. Students who will be a sophomore, junior, or senior in Fall 2023 qualify. Applications must be submitted by March 31, 2023.

 

Learn more:  https://www.napfa.org/womens-initiative-

To apply visit https://www.emailmeform.com/builder/form/9t81bzIc50e5g.

 

Michael Kitces List of Scholarship

Industry commentator Michael Kitces maintains a list of scholarships for PFP students. on his Nerd’s Eye View blog.

 

Visit his blog for more information.

The Financial Planning Association (FPA) Scholarship

The national Financial Planning Association also maintains a list of scholarships on their web site, including a scholarship to their annual conference.

 

New Planner Recruiting Scholarship Program New Planner Recruiting has revamped its scholarship offering for the new school year! They are offering a $3000 tuition scholarship to an aspiring or current financial planning student, who has yet to complete all the courses necessary to sit for the CFP®  exam. Funds are intended to be used or Qualified Education Expenses, as defined by the IRS and will be paid directly to your higher education institution on your behalf.  This scholarship is normally awarded yearly and the application deadline is usually  December 1st.   For more information and to learn how to apply visit here.
Charles Schwab Corporation

To help diversify its workforce, Charles Schwab’s corporate foundation is establishing a $3.5 million endowment to support Black college students pursuing careers in financial planning.

Any Black student majoring in financial planning is eligible to apply for the two-year scholarship program. Students accepted will get approximately $20,000 in scholarship funds, $10,000 for their junior year and $10,000 for their senior year. Recipients will also be encouraged to apply for internships at Schwab, “which could help inspire a future career in financial planning,” the company said in a statement about the endowment announced Monday. 

For more information visit 

https://www.riaintel.com/article/b1mlmp71khwfl6/schwab-establishes-endowment-for-black-students-what-does-its-own-workforce-look-like

 


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The Gordon Ford College of business is a top business school with dual AACSB accreditation in both business and accounting programs.


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 Last Modified 4/26/24