Healthy Wealth Management 2025 Internship
The Healthy Wealth Management Internship is an immersive, hands-on experience for high-potential undergrads passionate about becoming a Wealth Planner and eventually a Certified Financial Planner professional in a women owned, woman-led Financial Services firm. The paid internship will provide you an opportunity to develop an in-depth understanding of an investment philosophy and advice services while pursuing a career in a locally owned business. You will receive a preview of how these factors impact our clients, employees, and the industry. You will gain real-world, hands-on experience in the world of Financial Advising.
In this Internship Program you will
• Spend the your time developing your expertise of the personal financial planning process and enriching your knowledge of the business.
• Learn about what differentiates our advice offering and get a firsthand look at how our advisors interact with and serve clients.
• Meet consistently and work closely, directly the Owner -Head of Wealth Management and Business Retirement Plans- in order to receive personalized coaching, mentorship, and develop high-class skills necessary when interacting with our clients.
• Connect with and form professional relationships throughout the course of the program.
• Have the opportunity to share your knowledge and experiences with other leaders, community members, and affiliate organizations.
• Be a part of a fast-growing, cutting edge, woman-led company.
Leap into a career that counts.
Do you have the grit and determination to work and learn in a unique program? Then take the first step into the constantly evolving field of financial planning. Your real passion for investing with integrity and drive to do what's right for our clients will propel you through the experience and help you gain experience toward your Series 7, Series 66, Life/Health Insurance Licenses, and eventually CFP certification, if you choose.
Upon successful completion of the program, you will be considered for one of Healthy Wealth's full-time, entry-level positions, including a Financial Advisor role. This specialty, one-on-one coaching program is designed to provide a work-training experience in advice and support you during your pursuit of your wealth planning certifications.
What it takes
The ideal candidate:
• a current college junior or senior in an accredited business, accounting or finance undergraduate/graduate program
• Cumulative GPA of 3.3 or higher preferred.
• Strong written and verbal communication skills.
• Strong financial analytical skills and understanding of basic financial concepts.
• Desire to learn and grow professionally in the personal wealth management space.
• Desire to sit for industry examinations before or after graduation.
• Effective communication, analytical, leadership, and problem-solving skills.
• Ability to work well, independently, and as part of a team.
• Flexibility, drive to take initiative, and the ability to learn quickly.
• Results-oriented with the ability to manage several priorities.
• Experience using Windows based software, including Microsoft Excel and PowerPoint.
• Availability to work 20+ hours consistently each week, 100% remote work with occasional in-person meetings.
Responsibilities
- Reports to Owner(with various additional team members engaged throughout the program).
- Prepare financial analyses for various personal wealth management topics, including investments, college planning, legacy planning, debt management and insurance planning.
- Learn the fundamentals of wealth management and portfolio management (asset allocation equity evaluations, personalized investment research, financial plan preparation, and other projects on an as-needed basis).
- Learn Healthy Wealth's investment strategies, review current and potential asset managers, compile and analyze historical financial data, and conduct quantitative and graphical analyses using industry leading software.
- Learn essentials of developing a Financial Plan, including utilizing industry-elite Financial Planning software, preparing documents for client presentations, and shadowing client meetings.
- Learn about Life Insurance and Long-Term Care planning for clients including needs analysis calculator, preparing quotes and proposals, preparing for client presentations, and shadowing client meetings.
- Develop essential communication skills by setting and maintaining the appointment schedule for the Head of the department and clearly communicating to clients.
Special Factors
• At this time Healthy Wealth is only considering candidates that will not now, or in the future, need sponsorship or other immigration support to obtain US work authorization.
• Healthy Wealth is not offering visa sponsorship for this position.
• This program is a full-time, paid Internship available to start late Summer/Fall 2025.
About Healthy Wealth Management
Guiding clients through the intricate landscape of financial decisions, ensuring they embark on paths aligned with their life aspirations, at Healthy Wealth Management, we cultivate a nurturing environment where clients feel heard, easing their worries and empowering them to pursue their financial dreams with confidence and tranquility. We help clients sort their emotions and thoughts so that they make the healthiest decisions to pursue their life dreams.
Our financial advisors holistically examine clients personal finances to create a proactive all-encompassing plan including financial planning, insurance analysis, investment management, and financial consulting.
Healthy Wealth Management is an independent, woman owned, woman-led firm headquartered in Florida with remote offices in Houston, Texas. Healthy Wealth proudly serves clients nationwide.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Inclusion Statement
Healthy Wealth's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, employees, and communities.
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our team members to contribute their distinct strengths to achieving Healthy Wealth's core purpose through our values.
When all team members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Healthy Wealth's core purpose.
Our core purpose: We strive to give you the financial freedom that empowers you to live your most enjoyable life.