Financial Advising Summer Intern
Strategic Financial Group
- Location
- Houston, TX
- Work style
- On-site
- Job type
- Internship
- Posted
- Oct 7
- 13 days ago
Career path
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About the company
Strategic Financial Group
Financial services · 51 to 200 employees
Founded in 1903, Strategic Financial Group (SFG) is a full-service financial planning firm helping individuals, families, and businesses build and protect their financial futures. We simplify the complex world of financial decision-making through personalized strategies that align with each client's goals and values. Our advisors specialize in wealth management, retirement planning, risk management, business planning, and special needs planning , always with a people-first approach. At SFG, collaboration, integrity, and community are at the core of who we are. We offer the personalized attention of a boutique firm and are deeply committed to professional growth, mentorship, and giving back to the communities we serve.
What you'll do
- Learn how financial advisors build meaningful client relationships through discovery, communication, and trust
- Gain exposure to financial planning, wealth management, retirement strategies, and risk management concepts
- Attend team meetings, client-focused discussions, and professional development workshops
- Explore the entrepreneurial side of financial advising and the process of building a successful practice
- Develop professional communication, networking, and business development skills
- Experience the culture of a firm built on growth, integrity, collaboration, and community involvement
What you need
- Currently pursuing a bachelor's degree with an anticipated graduation date of December 2027 or May 2028
- Strong interpersonal and communication skills
- Entrepreneurial mindset with an interest in business and financial services
- Self-starter with a desire to learn, grow, and make an impact
- Legally authorized to work in the United States (U.S. citizens or permanent residents only)
Key skills
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