Wealth Management Intern (Financial Planning)

About the job

Location: Madison, WI or ChicagoFirm: MAPT Capital LLCPosition Type: InternshipAbout MAPT CapitalMAPT Capital is an independent, fee-only fiduciary wealth management firm specializing in comprehensive financial planning, investment management, and cross-border financial planning for U.S. expatriates, multinational families, NRAs, and high-net-worth individuals.Educational Internship OpportunityMAPT Capital is seeking a motivated and intellectually curious student who is interested in learning more about the wealth management profession.This is a paid educational internship designed to provide meaningful exposure to financial planning, investment management, and the day-to-day operations of an independent fiduciary advisory firm.

The primary purpose of this internship is educational. Interns will work alongside experienced advisors, observe client-facing processes, participate in research projects, and gain practical knowledge that complements their academic studies.This internship is ideal for students exploring careers in financial planning, wealth management, investments, economics, or related fields.What You Will LearnInterns will have the opportunity to gain exposure to:Comprehensive financial planningInvestment management and portfolio constructionRetirement planning strategiesTax planning conceptsEstate planning fundamentalsCash flow and budgeting analysisFinancial planning software and industry technologyWealth management best practicesFiduciary standards and ethical considerationsCross-border financial planning for multinational families and U.S. expatriatesThe operations of an independent registered investment advisory firmEducationDepending on the intern’s interests and educational goals, activities may include:Assisting with financial planning researchConducting investment and market researchPreparing educational materials and presentationsObserving client meetings when appropriateSupporting planning and analytical projectsLearning about portfolio management processesParticipating in advisor mentoring sessionsCompleting special educational projectsIdeal CandidateFor this position, you must be based in Madison or Chicago.We are looking for students who are:Pursuing a degree in Finance, Economics, Accounting, Financial Planning, Business, or a related fieldInterested in a future career in wealth management or financial advisory servicesCurious, motivated, and eager to learnDetail-oriented and organizedStrong communicatorsProfessional and dependableInterested in pursuing their CFP certificationWhat Makes This Internship UniqueUnlike many internships that focus primarily on administrative work, this opportunity is designed to provide direct exposure to the financial planning profession and mentorship from experienced advisors.Interns will gain a broad understanding of wealth management while developing practical skills that can help prepare them for future careers in financial services.How to ApplyPlease send the following to info@maptcapital.com ResumeBrief statement describing your interest in wealth management and financial planning