Introduction to Zenith
Wealth management has long worked best for people who already have wealth. Zenith Wealth Partners exists to change that: building comprehensive, accessible financial advice for clients at every stage, led by a minority-owned team that reflects the communities it serves. Managing wealth is an infinite journey, not a one-time event, and Zenith helps clients feel confident and intentional about their financial decisions, giving them back time and peace of mind.
The Zenith Internship
Our internship is one of the most meaningful ways we live our core values – to collaborate, include, and redefine. It is designed for curious rising sophomores and juniors, whether or not anyone in your life works in finance. You do not need prior industry experience to thrive here; we will teach you the work, and on a team our size, your contributions will be seen and will matter.
Every intern can count on:
- An onboarding week to get comfortable with our mission, clients, systems, and how we work together
- Weekly check-ins with a Coach/Manager to talk through your work, share feedback, and ask anything on your mind
- A midpoint review to celebrate what is going well and shape what you want to get out of the rest of the summer
Position Summary
If you have ever wondered what it looks like to help a family feel more confident about their money, this internship is a great place to find out. As a member of Zenith’s Individuals and Families team, you will work side by side with a Financial Planner on real client work, from the first onboarding conversation to the plan that comes out of it, with plenty of support along the way.
The day-to-day includes:
- Entering client data, building cash flow plans and net worth statements, and modeling goals such as retirement, education, and buying a home
- Uploading tax returns to Hazel and summarizing planning opportunities for a planner to review
- Supporting new clients as they get started with Zenith by gathering documents, preparing account paperwork, and scheduling meetings
- Keeping client tasks, follow-ups, and deliverable timelines on track in Wealthbox
- Joining select client meetings, taking notes, and drafting follow-up summaries
- Exploring planning topics as they come up in client work (for example, tax law changes, student loans, equity compensation, or college savings) and writing short, plain-language summaries the team can use
- Contributing to a practice management or operations project that improves the planning experience for future clients
Qualifications and Culture Fit
Qualifications
- Rising sophomore or junior in summer 2027, at a two- or four-year college or university
- Interest in personal finance, whether it comes from coursework, a campus organization, a job, your own reading, or managing money for yourself or your family
- Comfort with spreadsheets (Excel or Google Sheets); we will teach you our planning software
- Warm, clear communication, especially when talking about money
- Organized and reliable, with strong follow-through
- Care and discretion with confidential client information
- Interest in the CFP® path is a plus, not a requirement