2027 Summer Intern

Who is SYM? 

SYM Financial Advisors is an independent Registered Investment Advisory (RIA) firm that delivers client focused investment and financial planning solutions. SYM serves as a trusted expert to our clients, using our team’s deep knowledge and vast experiences to be an advocate and help them achieve their vision of financial success. We are seeking a responsive, motivated, and detail-oriented team player to join our firm for the summer. We are excited to offer a 13-week rotational internship program designed to give students an inside look at the wealth management profession and the many teams that make SYM thrive. Interns will rotate through multiple departments – including Qualified Retirement Plan Services, Financial Planning, Financial Advising, Client Service, Human Resources, Marketing, IT, Accounting, Compliance regulated by the SEC, Investments, and Trading – gaining a holistic understanding of the financial advisory industry. 

Internship opportunities are available at our offices in: 

• Winona Lake, Indiana (headquarters) 
• Fort Wayne, Indiana 
• Indianapolis, Indiana 
• Mishawaka, Indiana 
• Midland, Michigan  

To learn more about our company and the internship, visit these links:  

• SYM. Who We Are. 
•  Internships - SYM Financial Advisors - 

What does this role entail? 

Interns at SYM will go beyond observation – they will participate in meaningful projects, client-facing exposure, and skill-building opportunities. Throughout the internship you can expect to: 

• Work 40 hours/week on-site  
• Rotate through key departments to learn how each area contributes to the client experience and firm operations  
• Job shadow advisors and team members, including the opportunity to attend select client meetings 
• Assist with meeting documentation, supporting the creation of advisor meeting notes that serve as a vital part of client recordkeeping 
• Engage in mock investment portfolio competition, collaborating with peers to research, select, and monitor individual securities  
• Complete a capstone project, acting as a financial advisor in a mock scenario to demonstrate the skills you’ve developed throughout the summer 
• Participate in a StrengthsFinder workshop to better understand your professional and personal strengths and how to apply them in a team setting  

This program is designed to provide interns with a well-rounded experience that blends technical knowledge, interpersonal development, and professional growth.  

What are we looking for?  

Must Haves: 

Successful candidates for this program are curious, motivated, and eager to learn about financial services. While no prior industry experience is required, we are looking for students who demonstrate: 

• Academic Standing: College sophomores and juniors currently enrolled in an undergraduate program with a 3.0 GPA or higher (Finance, Accounting, Business, Economics, Financial Planning, or related field preferred) 
• Analytical Mindset: ability to think critically, analyze data, and solve problems.  
• Strong Communication Skills: Clear and professional verbal and written communication skills, with the ability to interact comfortably in team and client-facing situations 
• Attention to Detail: organized, accurate, and conscientious when handling information 
• Team-Oriented: willingness to collaborate, contribute, and learn from colleagues across different departments alongside the other interns 
• Adaptability: open to new challenges and able to adjust quickly in a dynamic, professional environment 
• Professionalism & Integrity: a high level of responsibility, confidentiality, and respect for clients and colleagues 

What’s in it for you? 

• Interns will be paid an hourly wage, to be determined during the onset of the program 
• Client-facing experience 
• Professional development through the StrengthsFinder workshop and mentorship from experienced advisors and planners 
• Potential advancement opportunities – interns who excel may be invited to return for a Phase 2 internship the following summer to provide a deeper focus within either the Financial Advising or Investment Planning team  
• Pathway to full-time employment. While not guaranteed, interns who demonstrate strong skills and cultural fit may be considered for a future full-time position after graduation, depending on firm needs