2027 Summer Internship

Summer Intern

Evangelista & Associates is now accepting resumes for the 2027 Summer Intern Program. The Summer Internship is designed to help college students gain real-world experience in the financial services industry while preparing for their own careers after graduation. Over the course of 12 weeks, interns will learn first-hand about a career in a Financial Advising Firm.

This position directly supports the financial advising team in serving existing and prospective clients. You will gain experience working in a professional environment while learning how to strategize and problem-solve to help clients achieve financial goals. You’ll also gain experience on what it is to play a critical role in promoting client loyalty and a world-class client experience.

Interns will have the opportunity to shadow top advisors, in addition to dedicated training in each department here at Evangelista & Associates. Learn about our proprietary process, including onboarding new clients, the importance of dedicated ongoing client service, and the key areas of financial planning. The end of the internship culminates in a team-building exercise coupled with a presentation of an area in which you were trained over the summer.

From a Marketing and Development Perspective, you will:

• See firsthand how we develop advisor skills related to client acquisition and client retention.
• Engage in ongoing training to develop Consultative Sales techniques, including E&A proprietary new client onboarding process.
• Assist and learn how we:
  • Set up and facilitate financial workshops and seminars
  • Develop and run marketing campaigns
  • Coordinate Client appreciation as well as other events

From an Analyzing Perspective, you will:

• Work closely with an Advisor mentor to learn how we prepare financial analyses for clients, including retirement, estate-planning, education-funding, stock options, and risk management needs.
• Learn all aspects of pre-client-meeting activities, such as preparation of meeting agendas, client paperwork, investment policy statements, and asset allocations, as well as post-client-meeting tasks such as developing meeting notes, performing financial situation analyses, and coordinating planning implementation with outside professionals if

From an Operations Perspective, you will:

• Be introduced to industry leading “FINTECH” including:
  • Customer Relationship Management (CRM) system,
  • Complex Financial Planning tools,
  • Morningstar,
  • Microsoft Office Suite
• Interact with other team members and departments to provide excellent client service
• Complete client and advisor requests and any special projects as assigned by manager
• Help to schedule client meetings and prepare meeting presentations
• Learn proper phone etiquette

Skills and requirements:

• Currently enrolled student with a Personal Wealth Management, Finance, or Economics major
• Junior or Senior year preferred
• Exceptional oral, written, and interpersonal communication skills
• Works independently on various projects with minimal supervision as assigned by the manager
• Detail-oriented, organized, responsible, and client-centric mindset
• Can set priorities and organize tasks to accomplish work objectives, with the ability to multitask in a fast-paced environment with tight deadlines
• The skills to take the initiative to move ahead on assignments in the most efficient, timely, and productive manner with minimal encouragement
• Must show good judgment and decision-making, have impeccable ethics and integrity, and comply with all regulatory
• Passionate about helping others and love working with a team

Compensation

• $19/hour (not eligible for employee benefits)
• Paid Holidays during internship