Explore Our Internships at JL Smith
Learn, contribute, and grow with a firm committed to mentorship and meaningful work
At JL Smith, our paid internship program immerses students and emerging professionals in every facet of holistic wealth management.
Working directly with a values-driven team of advisors, tax specialists, and client service professionals, you’ll learn the ropes of the financial industry and create memorable client experiences.
“The company culture was great—everyone was very welcoming and it was a great work environment.”
— Jake, former intern
What Sets JL Smith Internships Apart?
From day one, you’ll be an active contributor, joining client meetings, supporting real financial plans, and seeing firsthand how holistic planning transforms clients’ lives.
We invest in your success through:
- Real Work, Real Impact – You'll own projects that directly improve our operations and client experience
- Dedicated Mentorship – Each intern is paired with an experienced advisor who's committed to your growth, plus a work buddy for daily support
- Comprehensive Exposure – From The Bucket Plan® methodology to tax strategies, you'll learn every aspect of holistic wealth management
- Path to Employment – Over the past decade, 30% of JL Smith interns have transitioned to full-time roles—and more than 90% of those remain with us today.
“The internship exceeded my expectations. I was always busy and constantly learning from my mentor and the team.”
— Sam, former intern
Paid Internship Opportunities
Join our Client Services Team to support advisors and develop financial strategies using our proprietary Bucket Plan® framework
What You’ll Do:
- Prepare and analyze client financial plans
- Participate in meetings and presentations
- Become proficient in investment, retirement, and tax-efficient strategies
- Enhance client experiences through exceptional service
Partner with our Treasury & Administration Team to discover how tax strategy and compliance drive successful wealth management.
What You’ll Do:
- Process financial reporting and tax documentation
- Analyze cash management and risk mitigation
- Support internal audits and compliance reviews
- Participate in cross-departmental projects
Who We're Looking For
Individuals who embody our five core values:
- Ownership Mindset – Take initiative, ask questions, and own your growth
- Hungry yet Humble – Stay driven to learn while embracing teamwork
- Innovation to Execution – Turn fresh ideas into results
- Kind and Compassionate – Support one another and our clients with empathy
- Positive, Grateful, and Fun – Bring energy, gratitude, and balance to every day
Criteria:
- Rising juniors, seniors, or recent graduates
- Business, Finance, Economics majors (all fields considered)
- 3.0+ GPA preferred
Program Details
- Duration: Minimum of 60 days
- Hours: Up to 8 hours per day
- Compensation: Competitive pay
- Training: Structured curriculum with Internship Handbook
- Support: Dedicated mentor and peer buddy
- Growth: Regular feedback, team exposure, and full-time potential
You’ll leave the program with valuable technical, analytical, and communication skills, and a clear sense of whether a future in financial planning or tax advisory is right for you.
How to Apply
Interested in gaining hands-on experience with a leading holistic wealth management firm? We’re always looking for motivated, curious students who want to learn, contribute, and grow.
Submit your resume to HR@JLSmithGroup.com