EP WEALTH ADVISORS INTERNSHIP PROGRAM

    Unlock Your Future in Finance

    Welcome to the EP Wealth Advisors Internship Program - your gateway to a career in the financial
    industry. Our program is not just an internship; it's a curated journey designed to help qualify the future leaders of wealth
    management.

    WHY EP WEALTH ADVISORS INTERNSHIP PROGRAM?

    At EP Wealth Advisors, we are committed to enriching lives and nurturing a new generation of financial leaders.
    Our Internship Program offers:

    Hands-On Guidance

    Collaborate with EP leaders to develop and execute client-facing programs and services, gaining practical experience.

    Diverse Experience

    Work closely with clients and functional leaders within EP's wealth management network, broadening your exposure.

    Secures Future References

    Establish connections and secure valuable references for your future career endeavors.

    Professional Development

    Engage in a dynamic 4-month journey, deepening your understanding of your role as a wealth management professional.

    Education and Expertise

    Acquire valuable insights and expertise to skillfully address complex client issues, enhancing your competence.

    Expands Resume

    Enrich your resume with practical experience and diverse skills that can be gained through our comprehensive program.

    Values-Based Leadership

    Cultivate an understanding of values-based leadership and service, shaping your approach to finance.

    Builds Confidence

    Gain hands-on experience and exposure that helps build your confidence in the field.

    Professional Networking

    Start building a professional network within the industry, opening doors to future opportunities.


    TO APPLY, CLICK HERE.

    START HERE

    Unsure about where to start in seeking your undergraduate opportunities with EP Wealth Advisors? Take a look at the below timeline to see your next steps and future opportunities!

    Sophomore
    Sophomore Logo

    Create a LinkedIn and Handshake profile (if applicable at your university) and follow EP Wealth Advisors.

    Reach out to a recruiter to build your connections and start creating that professional relationship.

    Polish your resume.

    Junior
    Junior Logo

    Enroll in the classes in financial space.

    Check out our Client Relations Internship Program.

    Senior
    Senior Logo

    Learn about RIA space and EP Wealth.

    Check out our Financial Planning Internship.

    HOW TO APPLY!

    Application

    Please apply with a cover letter letting us know, why you are interested in this opportunity.

    EP's Commitment to Diversity, Equity and Inclusion

    At EP Wealth Advisor's we recognize the importance of Diversity, Equity, Inclusion, and Belonging (DEIB) in the financial industry.

    Share how your unique background, experiences, or perspectives align with our commitment to DEIB and contribute to fostering an inclusive wealth management environment.

    Additionally, if you have ideas on promoting DEIB within the financial sector or specific to wealth management, please share them.
    (Maximum 250 words)

    Selection Process

    Applications will be reviewed by the selection committee and selected candidates will be considered for interviews.

    CHOOSE YOUR TRACK

    Financial Planning Track Overview
    Dynamic Experience

    Dive into hands-on learning with the planning team and client engagements.

    Mentorship

    Benefit from mentorship by seasoned EP Wealth planning team members.

    1. Financial Futures Internship

    Financial Futures Internship

    Financial Planning Track

    Dates: May 2025 - August 2025

    Application Deadline: April 2025 

    Guy and ladies with Laptop

    PROGRAM BENEFITS

    Real World Insight Logo
    Real-World Insight

    Gain practical insights into the financial services industry.

    Comprehensive Overview Logo
    Comprehensive Overview

    Understand wealth management from a holistic perspective.

    Skill Building Logo
    Skill-Building

    Stand out with a competitive edge over other job applicants.

    EP WEALTH ADVISORS INTERNSHIP PROGRAM IS
    NOT JUST AN INTERNSHIP; IT'S YOUR LAUNCHPAD TO SUCCESS IN WEALTH MANAGEMENT

    Billy-Chedester-v2

    Partaking in the internship at EP confirmed my aspirations to be a financial planner and allowed me to see how comprehensive financial planning is put into practice. The internship was vital in bringing together the book knowledge that I was learning in my CFP classes at school with real world experience where people actually rely and make decisions based on the work that we do. Seeing a company that focuses on in-depth financial planning fueled my fire to continue my pursuit of the CFP and pursue a career in the financial planning industry.

    Billy Chedester, Interned 2020
    Jason-Clebowicz-v2-1

    The internship at EP Wealth kickstarted my professional career. It was the first time I found myself with an opportunity to learn about the financial services industry and went well beyond what a normal program typically provides. The internship created the foundation for the relationships I made at EP, ignited my passion for advocating for our clients, and helped me better understand the role of a fiduciary in the lives of our local community.

    Jason Clebowicz, Interned Summer of 2017 & 2018
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    My internship provided me introductory insight into the financial planning profession while also giving me an opportunity to exhibit my talents and test my fit with EP Wealth. It was refreshing to have real responsibilities and valuable investment into my learning while here as an intern.

    Aldus Simmons, Interned 2023