Financial Planning & Operations Intern
Location: In-Person | Wyoming Office
Employment Type: Paid Internship (30 hours/week, 16 Weeks)
Compensation: $18/hour
About JH Pierce Wealth Management PC
JH Pierce Wealth Management PC is an independent advisory firm serving business owners and high-income families, with a strong focus on rural America. We operate under a planning-first, implementation-second philosophy and deliver integrated advice across three core tracks:
Track 1: Personal Financial Planning
Track 2: Business Growth & Exit Planning
Track 3: Employee Benefits & Retirement Plans
We are intentionally building an internal team of specialists who collaborate deeply to deliver clarity, strategy, and execution—not siloed advice.
Position Overview
We are seeking a Financial Planning & Operations Intern for a structured, education and experience focused internship designed to provide foundational exposure to the financial planning profession.
The intern will gain guided experience across personal financial planning, business advisory concepts, retirement plan support, and internal advisory firm operations. Activities will follow a defined training plan with mentorship, documented competencies, and formal evaluation.
This is a temporary, in-person internship based in our Gillette, WY office.
Key Responsibilities & Learning Objectives
All responsibilities are completed under supervision and are structured as learning exercises.
Operations & Professional Development
- Participate in structured workflow documentation and process-learning projects
- Gain guided exposure to CRM systems and internal planning tools
- Complete assigned readings and competency-based learning modules
- Deliver midpoint and final presentations demonstrating skill development
Personal Financial Planning (Track 1)
- Assist with organizing client financial data and planning documentation
- Observe and practice foundational concepts including cash flow, retirement modeling, and risk management
- Prepare draft summaries or planning worksheets for advisor review
- Observe select client meetings for professional exposure
Business Growth & Exit Planning (Track 2)
- Assist with organizing business financial statements and related data
- Learn introductory concepts in profitability analysis, owner compensation, and cash flow review
- Observe financial recasting and business valuation methodologies
- Support development of mock or supervised case study analyses
Employee Benefits & Retirement Plans (Track 3)
- Assist with organization of 401(k) enrollment and plan materials
- Learn foundational plan design concepts including match structures and profit sharing
- Observe participant enrollment and rollover workflows
- Gain introductory exposure to retirement plan compliance processes
Educational Structure
This internship follows a defined 16-week learning framework that includes:
- Formal onboarding and compliance training
- Weekly 1:1 mentor meeting
- Supervised skill-building exercises
- Midpoint and final evaluations
- Capstone project presentation
The internship emphasizes professional growth, ethical awareness, and career readiness within the financial planning profession.
Qualifications
Required or Strongly Preferred
- Enrollment in or recent completion of a program related to Finance, Business, Economics, Accounting, or a related field OR
- Demonstrated interest in pursuing a career in financial planning, business advisory, or wealth management
- Strong attention to detail and ability to follow structured processes
- Professional communication skills
- Basic computer literacy, including comfort with spreadsheets and written documentation
- Commitment to confidentiality and fiduciary standards
Preferred (Not Required)
- Coursework in personal finance, investments, accounting, or business
- Interest in CFP®, CPA, EA, CEPA, or other financial credentials
- Prior internship, customer service, or professional office experience
This Internship Is Ideal for Someone Who:
- Is exploring a long-term career in financial planning or business advisory
- Wants structured exposure to multiple areas of advisory work
- Values mentorship and constructive feedback
- Is curious about how personal, business, and retirement planning intersect
- Is motivated to build professional skills in a supervised environment
Compensation & Benefits
- $18/hour
- Structured mentorship from CFP® and advisory professionals
- Formal evaluations and professional references upon successful completion
- Opportunity for apprenticeship and advancement
Hiring Timeline
This is a structured 16-week internship position. Selection priority will be given to candidates demonstrating strong interest in long-term professional development within financial planning.
How to Apply
Interested candidates may submit a resume and cover letter outlining:
- Relevant coursework or experience
- Interest in financial planning and advisory work
- Long-term career goals
Send resume and cover letter to sarah@jhpierce.com
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