FORTIFY™ Private Wealth Management · 4 days ago
Financial Planning Intern
Washington, PA
Internship
Onsite
Intern
$17/hr - $17/hrFORTIFY Private Wealth Management is seeking a Financial Planning Intern for Summer 2026 to join our team in Washington, PA. This internship offers exposure to multiple facets of wealth management, including client service, financial planning, marketing, and investment strategies.
Financial Services
Responsibilities
Learn CRM & money movement systems
Attend client meetings and assist with preparation and follow-up
Gain familiarity with planning tools
Participate in plan construction, writing, and presentation meetings
Understand plan pricing and tiering
Explore digital marketing tools and engagement strategies
Assist with marketing literature and event planning
Work with insurance modeling and investment research tools
Contribute to portfolio analysis and insurance implementation
Learn compliance and documentation processes
Qualification
Preferred
College juniors pursuing a Bachelor's degree in Accounting, Finance, Economics, or a related field
Strong analytical and communication skills
Detail-oriented and eager to learn in a collaborative environment
Company
FORTIFY™ Private Wealth Management
FORTIFY ™ Private Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC FORTIFY ™ Private Wealth Management is an advisory and wealth management team that pledges professional, personalized, high-quality advice to our clients and future generations, providing them with financial confidence and peace-of-mind.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Edward Poach III
Private Wealth Advisor, CEO
Dianne Gardner
Chief Operating Officer
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