Next-Gen Advisor Internship
Alpha Zero – Next‑Gen Advisor Internship
The First Step in a Multi‑Stage Path Toward Becoming a Full‑Fledged Private Wealth Advisor for Athletes & Entertainers
How to Apply
Resume with cover letter:
samantha@alphazerowealth.com
This is your chance to break into an industry that normally gates talent for years. If you’re ambitious, curious, and ready to be molded into a “next-generation” advisor… we want to meet you.
About Alpha Zero
Alpha Zero is a modern, elite Registered Investment Advisor (RIA) firm that supports professional athletes, entertainers, founders, and high performers in shaping the identity and purpose behind their wealth.
Our advisors sit at the intersection of money, identity, purpose, and performance — and this internship is the first step in a long‑term pathway to join that world.
About the Internship
This is Stage 1 of the Alpha Zero Intern‑to‑Advisor Pathway, a multi‑step development track that takes select students from:
Intern → Paid Senior-Year Apprentice → Junior Advisor → Private Wealth Advisor
What Makes This Opportunity Different
Most finance internships fall into one of three categories:
1. Shadowing advisors who primarily work with retirees
You sit in on conservative planning conversations that have little relevance to the world you’re entering — and even less relevance to the world of high performers.
2. Generic “financial analyst” internships at banks
You spend the summer building spreadsheets no one reads, running reports no one explains, and learning nothing about how real client relationships actually work.
3. Insurance internships disguised as financial planning
You’re handed a script, encouraged to sell products you don’t understand, and told to pitch your parents, friends, and teammates.
This internship is none of those — and was designed deliberately to be the opposite.
What This Experience Actually Looks Like
Exposure to professional athletes, entertainers, and high-performance earners
Mentorship from the founders of AZ
A real pathway to becoming a Private Wealth Advisor
This is Stage 1 of a multi-year, merit-based pipeline designed to develop you into a licensed, full-time advisor that specializes in our niche market.
Why This Program Exists
Most aspiring advisors never get a real shot.
They graduate into generic sales or support roles, or end up with outdated firms that aren’t built for modern clients.
This pathway is the exact opportunity we wish existed when we were in college — a clear, intentional runway into the world of advising high performers.
Now it does.
Stage 1 — Junior-Year Internship (For Academic Credit)
Duration: 10–12 weeks (Summer)
Location: Boca Raton, FL (in-person)
Schedule: 15-20 hours/week
Compensation: School credit
During this stage, you will:
Shadow advisor meetings
Assist in preparing financial plans, investment briefs, and client deliverables
Support market research
Learn CRM, operational workflows, and the systems that keep an RIA running
Participate in weekly workshops
Complete a capstone project
Stage 2 — Senior-Year Apprenticeship (Paid)
Duration: Entire senior year
Compensation: Paid + Series 7 & 65 licensing support
Stage 2 is designed to transition you from learning how advisors think → to actually doing the work under guidance. This is a true apprenticeship: hands-on, structured, and developmental, with increasing responsibility as your skills grow.
You are no longer just observing.
You are participating.
This is where you make the leap from “student learning the industry” → to “emerging advisor who understands how the work is done.”
Stage 3 — Junior Advisor
Compensation: Full-time salary + incentives
Duration: First 12–18 months after graduation
Stage 3 is the transition from apprentice to practitioner.
This is your first year operating as a real advisor inside a modern RIA — responsible for supporting client relationships, contributing to planning, and beginning to own parts of the advisory process under guidance.
You are no longer preparing to be an advisor.
You are one.
Stage 4 — Private Wealth Advisor
Promotion to Stage 4 marks your transition from developing advisor to full practitioner.
This is where you take ownership of client relationships, manage complex planning engagements, contribute meaningfully to the growth of the firm, and embody the identity of an AZ advisor.
You are no longer supervised step-by-step.
You are trusted to lead.
For the Ones Still Reading
Most applicants will skim this posting. A much smaller group will actually read it. We are only hiring from that second group.
Here’s how to quietly signal that you belong at a firm as selective as ours:
End your cover letter with a single standalone line: "I have attention to detail."
We won’t repeat these directions anywhere else. We’ll simply notice who caught them.
Ideal Candidate
This pathway is not designed for the average applicant. It’s built for students who are curious, thoughtful, disciplined, and serious about becoming an advisor — not just getting an internship. The ideal candidate is someone who:
Academic & Intellectual Fit
Is a current Junior majoring in Business, Finance, Psychology, Behavioral Science, Entrepreneurship or a related discipline
Is curious about how money shapes identity, decisions, and long-term outcomes
Communication & Presence
Communicates clearly, professionally, and confidently
Listens well and knows how to read a room
Can translate complex information into simple, actionable insights
Carries themselves with maturity and composure, even when they’re new to a situation
Work Ethic & Mindset
Is detail-oriented and takes pride in producing polished work
Follows through reliably and respects deadlines
Learns quickly, asks thoughtful questions, and adapts without ego
Thrives in environments where expectations are high and feedback is direct
Personality & Drive
Is proactive, resourceful, and not afraid to take initiative
Has genuine interest in high-performance environments (athletes, entertainers, founders)
Enjoys problem-solving and thinking strategically
Understands that this pathway takes time, commitment, and patience