Wealth Management Intern
Woodward Financial Advisors is seeking a full-time intern (40 hours per week) to join our Wealth Management firm located in Chapel Hill, NC for the Summer of 2026. Come be a part of our team of hard‐working, dedicated, and fun-loving individuals!
This role is perfect for someone who is interested in becoming a financial planning professional upon graduation, and who is looking to gain meaningful, hands-on experience in an advisory firm. If you are enthusiastic about helping people make the most of their personal and financial resources and you’re a dynamic team player who wants to gain hands-on experience and exposure to the financial planning profession while working alongside our successful group, we want to hear from you.
Our firm is growing, and this role has the potential to turn into a part or full-time opportunity down the road. Depending on the firm’s need, and your interest levels and skill sets, we can see the intern position as being an entry point to the Client Experience Specialist role, and/or a future advisory track opportunity.
If you are interested in being a part of the Woodward team for the summer, please submit your resume to aabdalla@woodwardadvisors.com and mball@woodwardadvisors.com
What this role entails:
- Direct exposure to the financial planning process and day-to-day operations within the firm
- Mentorship and learning opportunities in a collaborative team environment
- Ownership and management of one or more projects throughout the summer
- Participation in our client meeting preparation process
- Opportunity for direct client meeting exposure
You are a good fit if you:
- Are supremely organized and detail-oriented
- Have a demonstrated affinity for helping others
- Can identify and meet teammate needs and requirements on time
- Are a self-starter with a passion for delivering exceptional client-centered service
- Possess strong analytical skills
- Possess exceptional interpersonal and communication skills
- Can work independently, performing multiple tasks efficiently and seeing them through to completion
- Can write clearly and concisely
- Have a good working knowledge of the Microsoft Office suite
You are a GREAT fit if you have ALL the above qualities, plus…:
- Desire to have a career in the financial planning profession
- You solve problems creatively all day, every day
- Know that paying attention to the little things is what separates the good from the great firms
- You thrive with plenty of autonomy
- Have an unexplainable love of checklists, processes, and procedures
- Consistently wonder how you can make a positive lasting difference in someone’s life
Where we live and why we love it:
Pursuing an internship in the Triangle area of NC means you will enjoy a both historical and trend-setting location full of sights, a multicultural university town, and a great quality of life for the summer. Chapel Hill, NC is:
- Located midway between the beautiful Blue Ridge Mountains and wonderful sandy beaches of the North Carolina coast
- Voted Chapel Hill Magazine Best Of 2024 and Best of 2025 for Financial Firms
- On the 2018 list of “Best Workplaces for Commuters”
- Ranked #3 on Newsmax magazine’s list of “Top 25 Most Uniquely American Cities and Towns”
- Conveniently located within proximity to the Raleigh-Durham (RDU) airport
- Home to the University of North Carolina, the oldest state supported university in the United States and one of the top public universities in the country
- About 20 minutes from downtown Durham and 30 minutes from downtown Raleigh