Summer 2026 Intern – Workplace Planning and Advice Process Improvement jobs in United States
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Empower · 12 hours ago

Summer 2026 Intern – Workplace Planning and Advice Process Improvement

Empower is a leader in financial planning and retirement solutions, committed to helping people achieve financial freedom. As a Planning and Advice Intern, you will play a key role in elevating client engagement and planning experience initiatives while working on a meaningful summer project.

Employee BenefitsNon ProfitSocial
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Responsibilities

Partner with Executive Services and Boston Investor Center leadership to assess client touchpoints and identify opportunities for service improvement
Support process mapping and documentation that streamline high-value client interactions
Analyze feedback and service metrics to uncover insights that inform efficiency and satisfaction goals
Collaborate across internal teams to ensure initiatives align with operational priorities and client experience standards
Contribute to presentations that communicate findings, recommendations, and measurable impacts to business leaders

Qualification

Data analyticsProcess mappingMicrosoft Office SuiteFinancial planningClient experienceAnalytical skillsProactive learningCommunication skillsOrganization skillsCollaboration

Required

Currently enrolled in a college or university (Bachelor's or Master's program)
Minimum cumulative GPA of 3.0
Available for full 10-week program (May 27 – July 31, 2026)
Must reside near or be able to reliably commute to Boston, MA (in-person internship)
Experience with Microsoft Office Suite (Excel, Word, PowerPoint)
Authorization to work in the U.S. without current or future visa sponsorship (CPT/OPT not supported)
Strong analytical and critical thinking skills
Clear verbal and written communication skills for stakeholder interactions and project reporting
Ability to interpret data and identify client and efficiency opportunities
Excellent organization and attention to detail when managing multiple requests and maintaining documentation
Collaborative mindset and ability to work effectively across teams
Self-directed with a proactive approach to learning

Preferred

At least 2 years of academic progress toward a bachelor's degree
Expected to graduate and be available for full-time employment by mid-2027
Preferred majors: Finance, Economics, Business Analytics, or other relevant business fields
Experience with research, data analytics, process mapping, or workflow documentation
Strong problem-solving skills with the ability to translate complex information into clear recommendations
Familiarity with financial planning, client experience, or operational process improvement concepts

Benefits

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Company

EMPower is a non-governmental agency for social well being.

Funding

Current Stage
Late Stage

Leadership Team

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KC Waldron
Chief Compliance Officer
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Roger Hobby
EVP
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