About the role#
Carson Group is seeking a Finance Intern for the Summer 2026 term. This is a full-time, paid, on-site position based in Sarasota, Florida. The role focuses on supporting wealth advisors and planners by managing client documentation, analyzing financial data, and ensuring operational efficiency.
What you'll do#
- Prepare client review materials and draft necessary paperwork.
- Ensure client accounts are accurately established and maintained.
- Deliver professional client service and handle communications promptly.
- Analyze financial planning data to support advisor recommendations.
- Coordinate with the operations team to resolve issues and complete follow-ups.
- Participate in meetings, trainings, and client events as required.
What you'll need#
- Current pursuit of a degree in Finance, Accounting, or Business Administration.
- Proficiency in Microsoft Word, Excel, Access, and Outlook.
- Excellent verbal and written communication skills.
- Strong organizational, time management, and attention to detail skills.
- A positive attitude and a commitment to high-quality client service.
Location & details#
- Location: Sarasota, Florida.
- Term: Summer 2026.
- Modality: On-site.
- Compensation: $16.00 - $18.00 per hour.
