Balanced Wealth Group
Who we are
Balanced Wealth Group is a registered investment advisor helping people balance their resources with their values. Operating as a Personal CFO and family office, we bring financial planning, investment management, tax preparation, and estate planning under one roof — with the goal of becoming the most trusted financial planning firm in Northeast Ohio. We help clients align their resources with their values. We are committed to putting client needs first and empowering action. Our aim is to help clients and team members find balance by reducing stress, alleviating worry, and finding opportunities to have fun.
We work primarily with busy executives and quietly-affluent retirees. This narrow focus allows us to provide our clients with a unique level of expertise and understanding. We strive to understand every nuance and implication of our clients’ lives, ranging from wealth management, tax planning, benefit optimization, and equity compensation.
We don’t recommend anything to our clients that we don’t live ourselves. Our core values are central to our process and define everything we do. If you like being part of a team, want to actively participate in a growing firm, and are in alignment with our core values, Balanced Wealth Group may be a good fit for you
Core Values
- Always do the right thing
- Be helpful
- Empower action
- Strive for balance
- Be generous
- Have fun and enjoy life
Job Summary
Balanced Wealth Group is seeking a full-time, paid Summer 2027 Financial Planning Intern to join our team. This internship is designed for motivated college students pursuing a career in financial planning who are eager to gain meaningful, hands-on experience in a collaborative and client-focused environment.
Successful candidates will be pursuing a degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field and have a genuine interest in building a long-term career in the financial planning profession.
As an intern, you will work alongside experienced financial advisors, participate in client meetings, contribute to financial planning projects, and gain exposure to every stage of the client relationship. Throughout the summer, you will receive mentorship, participate in educational sessions, and develop the technical and professional skills needed to succeed in the profession.
We are looking for someone who demonstrates professionalism, integrity, attention to detail, and a commitment to providing exceptional client service. The ideal candidate enjoys working in a collaborative, small-firm environment and is eager to learn, contribute, and grow. Outstanding interns may have future opportunities to continue growing with Balanced Wealth Group after graduation.
Position Overview
Key Responsibilities
- Observe and participate in client meetings alongside financial advisors, as appropriate.
- Assist with financial planning analyses and client case preparation while learning how recommendations are developed and presented.
- Participate in weekly educational sessions covering financial planning concepts, investment management, retirement planning, tax planning, estate planning, and other core topics.
- Prepare and examine materials for client meetings, including agendas, investment allocations, and financial planning reports.
- Organize and maintain client information within financial planning software while ensuring confidentiality and accuracy.
- Assist advisors and administrative staff with client service requests and follow-up activities.
- Conduct investment research and analyze investment products using Morningstar and other planning resources.
- Collaborate with advisors and team members on projects that support client service and firm initiatives.
- Develop a deeper understanding of the financial planning profession through mentorship and real-world experience.
Qualifications
- Pursuing a bachelor’s degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field.
- Rising sophomore or junior preferred.
- Minimum cumulative GPA of 3.0.
- Strong interpersonal skills with a genuine desire to serve clients and collaborate with a team.
- Excellent verbal and written communication skills.
- Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
- Proficiency in Microsoft Word, Excel, and other Microsoft Office applications.
- Basic understanding of financial planning principles.
- Demonstrated interest in pursuing the CFP® certification and a career in financial planning.
Additional Information
- Due to the confidential nature of client information, candidates selected for employment will be required to successfully complete a background and credit check and sign a confidentiality agreement prior to beginning the internship.
Compensation
- $20.00 per hour /Full-time (40 hours per week)
- $1,000 completion bonus upon successful completion of the internship