Job Description

Are you passionate about helping people secure their financial futures? Do you want to be a part of a team that puts "People before Profits"? If so, rebel Financial, a Fee-Only Investment and Financial Planning Firm, invites you to join our transformative Financial Planner Internship program for late Fall through early Spring. Here, you will be an integral part of our dynamic Financial Planning/RIA team, driving our commitment to evolve and enhance our services for our diverse clientele.

Internship Overview:

This internship offers an invaluable opportunity to work alongside our Certified Financial Planners (CFPs), gaining insights into the financial planning profession. You will immerse yourself in our day-to-day operations, using state-of-the-art technologies such as eMoney, fp Alpha, Riskalyze, Tifin, PreciseFP, and Salesforce.com. Your focus will be on honing your financial planning skills, identifying and addressing investment management issues, and contributing to innovative solutions.

Your Role:

- Learn and Grow: Develop your financial planning skills under the guidance of our team of Certified Financial Planners.
- Team Collaboration: Work closely with our team, advisors, and clients to resolve issues with a solutions-oriented approach.
- Embrace the rebel Way: Understand and champion our multi-custodial approach, stay updated on financial planning trends, and continuously strive to enhance your industry knowledge.

Candidate Profile:

- Rising Junior or Senior at a 4-year institution.
- Interest in pursuing a career in Financial Planning as a Certified Financial Planner (CFP).
- A self-motivated, independent thinker with a foundational understanding of investments and technology.

What We Offer:

- Professional Development: Gain hands-on experience in a mentor-driven environment that encourages learning and growth.
- Technological Advancement: Stay at the forefront of financial technology advancements.
- Team Environment: Collaborate with a diverse, supportive team that shares your values.
- Make an Impact: Play a crucial role in improving people's financial lives.

Hiring Timeline:

- Applications accepted until 11/7/2025
- Interviews from 11/10/2025 until 11/20/2025
- Hiring decision by 11/21/2025
- Start date 12/1/2025

If you're ready to join the financial revolution and make a real difference, apply now and become a rebel with a cause!

* Dates are subject to change

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