Apply on Employer Site

Summit Financial Strategies, Inc. · 16 hours ago

Summer 2026 Internship

Columbus, Ohio, United States

Internship

Onsite

Intern

$17/hr - $17/hr

Start in 2026

Summit Financial Strategies, Inc. is an independent wealth management firm focused on financial planning and investment advice. The internship provides an opportunity to assist financial advisors and gain exposure to the financial planning industry.

AccountingFinanceFinancial ServicesWealth Management

Responsibilities

Generate client deliverables

Work with associates to create reports and materials used in client meetings

Generate and analyze portfolio performance reports, gain/loss, current position information, etc

General Office Duties

Qualification

Financial planningPortfolio management softwareMicrosoft Office SuiteCRM systemsResearch skillsAnalytical skillsCommunication skills

Required

Entry-level experience

Currently enrolled junior or senior in college or recent college graduate

GPA 3.0 or higher

Major in financial planning, consumer and family financial services, finance, economics, math, or accounting

Superior understanding of Microsoft Office Suite

Complete research projects on various topics in the financial planning industry

Evaluate industry trends

eMoney software case study

Internships are typically 12 weeks in length and pay $17 per hour

Due to the sensitivity of all client information, Summit will perform background and credit checks on all candidates

Candidates will be asked to sign a confidentiality agreement

This position is an in-person role. Maximum 20 hours per week

Preferred

Software knowledge in addition to Microsoft Office is a plus

Company

Summit Financial Strategies, Inc.

Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different.

Founded in 1995