Summitry Benefits Overview

Supports the Private Client Group through financial reporting, project work, process improvements, client meeting preparation, data analysis, dashboard development, and business-development support. Participates in advisor and internal meetings, develops professional and analytical skills, and completes a final capstone presentation. The internship is designed for rising seniors interested in becoming financial advisors, with potential for a full-time associate offer.

Conduct fundamental equity research across sectors, source and pitch investment ideas, build financial and valuation models, and provide buy or sell recommendations. Monitor portfolio holdings, evaluate thesis changes, write investment memos, and communicate investment views to the team, advisors, and clients. Develop relationships with company management and industry contacts while contributing to client communications and collaborative research review.

Client-facing advisor-in-training managing a book of clients (<$1M AUM), delivering financial planning support, preparing meeting materials, executing follow-ups, driving relationship growth and referrals, and progressing toward full Financial Advisor responsibilities and CFP certification.