Paid Internship Spring or Summer 2025

Part-time or full-time internships are available. While interning with BWFA, you will get hands-on experience in all aspects of the financial services industry. Our firm provides Investment Management, Financial Planning & Tax Services under one roof. Be a part of our Client Service Team to experience it all!

• Receive incoming calls and proactively solve clients’ needs

• Educate clients on account services and capabilities

• Collect appropriate documentation to set up new accounts

• Leverage various communication channels to keep in touch with clients

• Process account service requests and ensure appropriate documentation

• Assist in the preparation of client reports and other materials for client meetings

• Maintain contact management system with up to date key client information

• Provide team with up to date calendar

• Organize logistics of team marketing events, develop, and maintain team marketing

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