About the role#
This is a 10-week summer internship based in a branch office. You will work closely with a Financial Advisor and their support team to gain hands-on experience in the financial services industry. The role includes professional development, networking, and direct exposure to daily branch operations.
What you'll do#
- Support daily branch operations and learn the technical tools used for client service.
- Observe client appointments, phone calls, and prospecting efforts to understand how Financial Advisors build relationships.
- Participate in pre-meeting strategy sessions and listen to clients' financial objectives.
- Attend structured training, development sessions, and product knowledge meetings.
- Engage with branch and market leadership, connect with Product Partners, and visit other Financial Advisors in the field.
- Collaborate with fellow interns to share insights and attend group calls.
What you'll need#
- You are entering your Junior or Senior year of college in the fall of 2027.
- You are enrolled in an undergraduate business-related program, such as Finance, Economics, or Business Administration.
- You have the availability to work on-site for 10 consecutive weeks from June through August 2027.
- You demonstrate leadership through campus or community involvement.
- You possess strong communication, organizational, and interpersonal skills.
- You are motivated to succeed and interested in obtaining your CFP designation.
- Preference is given to students in a CFP track or the NSSI program.
Location & details#
- Location: Healdsburg, California
- Term: Summer 2027
- Modality: On-site
- Status: Full-time
- Compensation: Paid internship
About Edward Jones
Edward Jones is a financial services firm founded in 1922. Based in St. Louis, Missouri, the company operates across North America. It employs approximately 46,564 associates and maintains a network of over 20,000 financial advisors. The firm manages $2.2 trillion in client assets for more than 9 million clients.
How to get in at Edward Jones
Applying early at Edward Jones gives you a distinct advantage because recruiters review applications as they arrive. Intern Insider sends an instant alert the moment a role matching your target is published, helping you get your materials in before the applicant pile grows. This timing often determines whether your resume receives a thorough review or a quick glance. You can improve your response rate by reaching out to the recruiters behind the company roles directly. Intern Insider surfaces these specific contacts so you can ask informed questions about the role or seek a referral. Connecting with a human recruiter often provides more clarity than submitting a standard application into a queue.
