Internship Program
What You’ll Experience
What You’ll Experience
As a SIG Intern, you’ll get a firsthand look at what it’s like to work in a modern financial services firm. Interns will:
Support Day-to-Day Operations
- Assist with scanning, filing, phones, and basic office support
- Prepare materials for client meetings and follow-up tasks
- Learn internal tools and workflow systems used in professional planning firms
Engage in Investment Research & Strategy
- Help compile research on funds, managers, and market trends
- Support preparations for our Investment Committee’s quarterly manager reviews
- Observe how data and research inform investment decisions
Gain Professional Exposure
- Sit in on select client meetings to observe the planning process
- Participate in one-on-one meetings with financial planners and department leaders
- Learn how different roles across the firm contribute to long-term client success
Why Join the Internship Program?
This internship is a strong resume builder for students pursuing careers in:
- Financial Planning
- Investment Research
- Business Administration
- Client Service
- Entrepreneurship
It’s also an excellent opportunity to:
Explore career paths in the finance and advisory space Gain confidence and clarity about your next steps Build relationships with industry professionals Grow personally and professionally in a mission-driven environment
Whether you’re considering a career in finance or simply want a meaningful and professional experience during your semester, this internship offers a front-row seat to the work that transforms lives and legacies.
Who Should Apply?
We welcome students who are:
- High school seniors or enrolled in college
- Professional, curious, and eager to grow
- Strong communicators with attention to detail
- Able to work on-site at either our East Valley or West Valley office
- Able to commit to a consistent schedule (we are flexible with school/life demands)
Application Process
Interested students must complete the same online application used for employment candidates at SIG. This ensures consistency and gives interns experience with a professional application process.
Click below to submit your internship application
(Select “Internship” under the position type.)
Be prepared to submit:
- A brief cover letter explaining your interest in the internship
- Your resume (with education, activities, or relevant experience)
- General availability for the semester
Come learn, grow, and make a difference.
Join us at Strategic Income Group and gain the skills, exposure, and relationships that can shape your future.
