Summer Intern

About Bogart Wealth Bogart Wealth is an independent Registered Investment Advisor dedicated to helping clients achieve financial peace of mind through comprehensive wealth management services. Our team is committed to delivering exceptional client experiences, fostering professional growth, and building a collaborative culture where employees can thrive.

At Bogart Wealth, we believe in developing future talent and providing meaningful opportunities for students to learn, contribute, and explore careers in the financial services industry.

Position Summary

The Bogart Wealth Internship Program is an immersive 8-week rotational experience designed to provide students with a comprehensive introduction to the wealth management industry. Modeled after our Advisor Growth Track (AGT) Program, this internship serves as a "mini-AGT," allowing participants to gain hands-on experience across multiple departments while developing the technical, operational, and client-facing skills necessary for a successful career in financial services.

Interns will spend two weeks in each of the firm's core departments- Financial Planning, Portfolio Management, Client Services, and Advisory, gaining exposure to the full client experience and learning how each team contributes to delivering exceptional service and advice to our clients. Program Structure Weeks 1-2: Financial Planning Interns will gain exposure to the financial planning process and learn how comprehensive financial plans are developed and maintained.

Responsibilities

• Assisting with data gathering and organization
• Reviewing client financial information
• Learning financial planning software and tools
• Observing planning meetings and internal case discussions Weeks 3-4: Portfolio Management Interns will learn the fundamentals of investment management and portfolio construction.

Responsibilities

• Assisting with investment research projects
• Learning portfolio management systems and processes
• Monitoring market activity and investment trends
• Supporting portfolio reporting and analysis
• Participating in investment committee discussions
• Researching economic and market topics Weeks 5-6: Client Services Interns will gain an understanding of the operational side of wealth management and the importance of delivering an exceptional client experience.

Responsibilities

• Assisting with account maintenance processes
• Supporting document preparation and processing
• Learning custodial platforms and workflows
• Participating in team meetings Weeks 7-8: Advisory Interns will experience the client-facing side of the business and learn how advisors build and maintain client relationships.

Responsibilities

• Shadowing advisors during client meetings
• Observing prospect and discovery meetings
• Learning relationship management best practices
• Assisting with meeting preparation and follow-up
• Participating in advisor training and development sessions Qualifications
• Rising senior pursuing a degree in Financial Planning
• Strong academic performance
• Interest in wealth management and financial services
• Excellent communication and interpersonal skills
• Strong attention to detail and organizational skills
• Ability to work both independently and collaboratively
• Positive attitude and willingness to learn What You'll Gain
• Exposure to multiple career paths within wealth management
• Hands-on experience across four core departments
• Mentorship from experienced professionals
• Professional development opportunities
• Networking opportunities with firm leaders and team members
• Insight into the Advisor Growth Track (AGT) program and future career opportunities at Bogart Wealth