Marketing & Financial Planning Intern – Financial Planning Practice
Marketing & Financial Planning Intern – Financial Planning Practice
Location: Hybrid (Woodbury & remote)
Duration: Summer 2025 (option to extend)
Compensation: Paid ($20 – $25.25 hourly)
About Us
Jupiter Wealth Planning, LLC, is an established investment and financial planning firm. We specialize in helping clients achieve retirement security through personalized investment strategies, financial planning, and wealth management solutions.
Internship Overview
We are seeking a motivated intern to assist with both marketing efforts and financial data organization. This role is ideal for students or recent graduates looking to gain hands-on experience in financial planning marketing, operations and investment planning.
Key Responsibilities
Marketing Focus:
- Assist in content creation for social media, newsletters, and client surveys.
- Manage and analyze social media engagement to optimize strategies.
- Help organize marketing campaigns and client outreach initiatives.
- Research industry trends to improve marketing efforts.
Financial Data Organization:
- Assist with organizing and analyzing financial data.
- Maintain and update spreadsheets or CRM systems.
- Support basic reporting and data entry tasks.
Qualifications
- Currently pursuing or recently completed a degree in Marketing, Finance, Business, or a related field.
- Strong communication and organizational skills.
- Proficiency in Microsoft Excel and social media platforms.
- Ability to work independently and meet deadlines.
- Interest in the financial services industry.
Benefits of the Internship
- Gain real-world experience in wealth management marketing and operations.
- Networking opportunities with financial professionals.
- Hands-on mentorship and skill development.
- Potential for future opportunities within the firm.
How to Apply
Send your resume and a brief cover letter to brian@jupiterwealthplanning.com with the subject line “Marketing & Financial Planning Internship – JWP.”