Internship interest form
Truman Wealth Advisors is looking for a motivated college student who is interested in finance, financial planning, investments, and working with people to join us as a Summer Intern. This is a hands-on opportunity to get a real look at what it is like to work in wealth management. Rather than spending the summer doing busywork, you’ll have the opportunity to work alongside our advisors, sit in on client meetings, help prepare for and follow up after meetings, learn how we use our technology and planning tools, and take on projects of your own. The internship will run from June 1 through Aug 16, with the possibility of continuing to work part-time during the school year.
Name
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First Name
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Email
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example@example.com
Year in school ?
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Freshmen
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Major
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Are you pursuing a Certified Financial Planner (CFP®) certification?
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Yes
No
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Willing to Stay in Columbia for the Summer (Is Required)
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1 (no)
2 (Not likely)
3 (Maybe)
4(Yes)
If 2 or 3, give more context
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