About the role#
Carson Group is seeking a Finance Intern for the Summer 2026 term. This is a paid, on-site position based in Blue Ash, Ohio. The role is designed for students currently pursuing a degree in Finance, Accounting, or Business Administration who are interested in supporting wealth advisors and planners in a professional financial services environment.
What you'll do#
- Support wealth advisors and planners by preparing client review materials, drafting paperwork, and ensuring client accounts are accurately established and maintained.
- Deliver timely, professional client service and responsive communication.
- Analyze financial planning data to support recommendations under advisor direction.
- Coordinate with operations to complete follow-ups and resolve issues.
- Participate in meetings, trainings, and client events as needed.
What you'll need#
- Proficiency in Microsoft Word, Excel, Access, and Outlook.
- Excellent verbal and written communication skills.
- Strong organizational and time management skills.
- Strong attention to detail.
- A positive attitude and commitment to extraordinary client service.
Location & details#
- Location: Blue Ash, Ohio.
- Term: Summer 2026.
- Modality: On-site.
- Compensation: $16/hour - $20/hour.
- Sponsorship: Not available.
