Career Opportunities

Location: Dexter, MI (In-Person)
Schedule: Full-Time, 40 hours/week
Term: Summer 2026
Department: Wealth Management
Reports To: Alyssa Calhoun

Pearl Planning is seeking a motivated and detail-oriented Financial Planning & Investment Management Intern to join our firm for Summer 2026. This paid internship offers meaningful, hands-on experience supporting real client work, investment research, and financial planning analysis.

This role is ideal for students pursuing a career in financial planning, investments, or wealth management who are eager to learn in a collaborative and professional environment.

Major Responsibilities

Join Pearl Planning’s advisory team to assist with portfolio management, practice management, and financial planning analytics. This internship provides invaluable experience within the wealth management industry.

Essential Duties and Responsibilities

• Client Service & Meeting Support: Assist advisory teams in preparing for client meetings and providing administrative support.
• Financial Planning Analytics: Utilize planning tools such as Right Capital, Holistiplan, and others to support planning analysis.
• Investment Research: Conduct research using YCharts and complete an investment research project, including updating due diligence surveys on investments used in firm models.
• Practice & Administrative Support: Provide backup support through CRM data entry and cleanup (Advyzon) and assist with client segmentation analysis.
• Meetings & Presentations: Attend firm and team meetings and present research findings when requested.
• Additional duties may be assigned as needed.
• The internship includes tuition for the financial planning externship program.

Qualifications

• Currently pursuing a degree from a four-year college or university
• Preferred majors: Finance, Financial Planning, Economics, or related field

Skills and Attributes

• Strong interpersonal and relationship-building skills
• Self-motivated with a strong work ethic
• Intellectual curiosity and desire to improve processes
• Comfortable with basic financial and mathematical concepts
• Alignment with Pearl Planning’s core values: Courageous Authenticity, People First, Ownership Mentality, Resourceful Wisdom, and Grit Under Pressure

Internship Requirements

• This is a 40-hour/week, in-person internship based in our Dexter, MI office.

Application Process

To apply, please submit your resume on this page via the form.

Selected candidates will participate in two rounds of interviews.

Location: Dexter, MI (In-Person)
Schedule: Full-Time, 40 hours/week
Term: Summer 2026
Department: Marketing & Client Experience
Reports To: Alyssa Calhoun

Pearl Planning is excited to offer a Financial Planning Marketing Internship for Summer 2026. This paid opportunity is perfect for a student who is passionate about marketing, communication, and storytelling- and who wants to gain experience in the financial planning industry.

This internship blends marketing strategy with exposure to the client experience side of a boutique wealth management firm.

Major Responsibilities

Support Pearl Planning’s marketing and advisory teams by assisting with content creation, client communications, event support, and brand development. This internship provides hands-on experience at the intersection of marketing and financial planning.

Essential Duties and Responsibilities

• Marketing & Content Support: Assist with creating and organizing marketing materials, newsletters, and client-facing communications.
• Social Media & Brand Awareness: Help develop and schedule social media content that reflects Pearl Planning’s voice and values.
• Client Experience & Outreach: Support client engagement initiatives, including event preparation and follow-up communication.
• Digital & Website Projects: Assist with updates to the firm’s website, templates, and marketing systems as needed.
• Strategic Marketing Projects: Complete a summer project focused on improving or expanding Pearl Planning’s marketing efforts.
• Meetings & Collaboration: Attend team meetings and share progress or findings when requested.
• Other duties may be assigned as needed.

Qualifications

• Currently pursuing a degree from a four-year college or university
• Preferred majors: Marketing, Communications, Business, Finance, or related field

Skills and Attributes

• Strong written and verbal communication skills
• Creative mindset with attention to detail
• Ability to take initiative and work independently
• Interest in financial planning and client service
• Alignment with Pearl Planning’s core values: Courageous Authenticity, People First, Resourceful Wisdom, Grit Under Pressure, Ownership Mentality

Internship Requirements

• This is a 40-hour/week, in-person internship based in our Dexter, MI office.

Application Process

To apply, please submit your resume via the form on this page.

Qualified applicants will be invited to participate in two rounds of interviews.