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FALL 2026 Internship AERIE Preferred Fin Group LLC at established Wealth Advisory

AERIE Preferred Financial Group, LLC
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 PLEASE EMAIL DIRECTLY to lemcleod@AERIEpfg.com for consideration and replies.

MADISON WI.  Excellent opportunity for customized Internship at well established Independent Financial Services firm in Madison; Choices to work on wide range of projects; opportunity to see how business operates first hand, observe work with clients in holistic planning process alongside wealth manager, learn many applicable software applications. Diverse range of exposure to all aspects of this Financial Practice. Different aspects of the wealth planning and investment management process offer experience with portfolio development, analysis, and management, marketing, social media, planning, accounting, insurance, education, client relationship management, business development, as well as other desired projects to be determined. Looking for highly motivated, independent, inquiring student who is comfortable with many projects, highly organized, good communicator. 

Learning Stipend included with this position.

See www.AERIEpfg.com for further company information. PLEASE EMAIL DIRECTLY to lemcleod@AERIEpfg.com for consideration and replies.