Financial Planning Intern
JSA Financial Planning Internship – Summer 2026
We’re different; it’s just that simple.
At Jacobson & Schmitt, we’re a purpose-driven team of advisors who believe every dollar can positively impact our lives, communities, and environment. We help investors give their money a mission using a highly personalized guidance process, research-based advice, and socially responsible investment strategies.
With this as our mission, our advisors:
- Always place client interests first
- Own the same securities we recommend to clients
- Develop and emphasize intellectual capital, not salesmanship
We are looking for a Financial Planning Intern with a passion for the “craft” of planning and who believes that every client deserves holistic planning and investment management from a fee-only firm that is a fiduciary 100% of the time!
Responsibilities will include
- Help prepare financial plans utilizing Salesforce, Right Capital, and Holistiplan
- Develop knowledge of clients’ financial/personal situation
- Discuss structured financial plans
- Attend client meetings as the “listener”
Requirements
- The pursuit of a bachelor’s degree, preferably with a concentration in Finance, Accounting, Financial Planning, or Business
- Proficiency in Excel
- Preference will be given to candidates who are currently enrolled in a Certified Financial Planner (CFP) program recognized by the CFP Board.
- Basic knowledge of developing and managing project work
Employment Type
Full-time between May and August of 2026 with flexible start/end dates; the position will be virtual as needed.