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Paid summer internship supporting corporate accounting processes, including accounts receivable and payable, transaction posting, journal entries, and financial statement preparation. Interns will gain exposure to accounting across multiple industries, participate in client presentations, collaborate virtually on financial planning projects, and engage in company events. The role is designed for undergraduate students studying accounting, finance, or a related business field.

Paid summer accounting internship supporting accounts receivable and payable processes, transaction posting, journal entries, financial statement preparation, and analysis. Interns will gain exposure to accounting across multiple industries, participate in client presentations, collaborate on financial planning projects, and engage in team and volunteer activities. The role is intended for undergraduate students majoring in accounting, finance, or a related business field.

Supports regional Business Development Officers by coordinating branch meetings, responding to initial inquiries, qualifying prospects, and maintaining sales pipeline momentum. Responsibilities include managing stale opportunities, organizing proposal materials, tracking client onboarding, maintaining CRM data integrity, and scheduling introductory meetings with financial consultants or prospective clients. The role also assists with compliance, reporting, and client-facing business development activities in a financial services environment.

Paid summer internship providing exposure to wealth management and financial planning. Responsibilities include supporting client presentations, preparing financial documents and reports, researching securities, maintaining portfolios, assisting with optimization and rebalancing, building financial planning spreadsheets, and participating in investment committee meetings.

Coordinates client service delivery for a retirement plan consulting practice. Responsibilities include scheduling committee meetings, preparing agendas and materials, recording minutes, tracking action items, maintaining fiduciary files, reviewing Salesforce data integrity, and supporting client onboarding and plan implementation. The role communicates with clients, HR, Benefits, Finance, and recordkeeper contacts while supporting fiduciary governance processes.

Paid summer internship supporting the Cincinnati Wealth Management team. Responsibilities include assisting financial advisors with client presentations, financial documents, performance reports, planning processes, investment portfolios, tax planning research, spreadsheets, CRM, and financial planning software. Interns will gain hands-on exposure to wealth management, collaborate on projects, and may obtain e-Money certification.

Manages corporate financial planning programs and relationships with workplace partners. Leads growth initiatives, project plans, cross-functional coordination, client communications, marketing collateral, recurring meetings, and quarterly KPI reporting. Develops strategies to improve program engagement and effectiveness, supports advisors with educational content, and presents solutions to corporate HR partners. Requires strong relationship management, communication, presentation, organizational, and networking skills, with approximately 5% travel.

Paid seasonal internship supporting tax administrators with organizing, scanning, and preparing client source files; managing electronic data in GoFileRoom, Engagement Manager, and Adobe Acrobat; and assembling client tax return deliverables. The role is designed for undergraduate students majoring in finance, accounting, or a related field and requires strong attention to detail, confidentiality, collaboration, and communication skills.

Provides comprehensive wealth management and financial planning support alongside Wealth Advisors. Responsibilities include onboarding clients, processing account and cash transactions, maintaining CRM data, preparing meeting materials, researching and developing financial plans, assisting with recommendations, and resolving client questions. The role requires client relationship management, financial planning software use, and coordination with custodians. Candidates need a bachelor's degree, Series 65 certification within three months, 2–5 years of relevant planning experience, and current or pursuing CFP® credentials.

Provides comprehensive wealth management support, focusing on portfolio construction, financial planning, investment recommendations, and client relationships. Responsibilities include onboarding clients, processing account transactions, maintaining CRM data, preparing reports, conducting research, building financial plans, and supporting client meetings. Requires a bachelor's degree, Series 65 licensing within three months, at least five years of relevant planning experience, and pursuit or completion of the CFP designation.