Financial Planning Internship

Your Future in Financial Planning Starts Here!

Creative Planning is now accepting applications for our Summer 2027 Financial Planning Internship Program!

This exclusive six-week, in-person experience gives aspiring financial professionals the opportunity to go beyond the classroom and experience what a career in financial planning is really like.

Interns will kick off the program by participating in Wealth Management and Financial Planner training, then put that knowledge into action alongside experienced financial planning mentors. From observing client meetings and assisting with meeting preparation to supporting follow-up deliverables, interns will gain meaningful, hands-on experience throughout the program.

But the experience goes well beyond the day-to-day work! Interns will have opportunities to:

• Connect one-on-one with firm leaders and industry professionals
• Learn directly from experienced financial planning mentors
• Build and expand their professional network
• Develop relationships with fellow interns and colleagues
• Participate in social activities, volunteer opportunities, and firm events

Six weeks. Real experience. Meaningful connections. A firsthand look at a future in financial planning.

If you’re ready to learn, connect, and explore where a career in financial planning could take you, we’d love to hear from you!