Associate Financial Planner Intern - Summer 2026
Associate Financial Planner Intern - Summer 2026
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Job Description
Job description
Summary/Objective
The Associate Financial Planner Interns will report to Financial Planners as well as the Partners in charge of Associate Financial Planners. The Associate Financial Planner Intern is responsible for directly supporting the Financial Planner with all aspects of the client relationship with CWA and implementation of the clients financial plan which include management of both internal and external workflows.
Essential Functions
Prepare and update all consult files for each clients annual meeting
Assist the Financial Planner with planning opportunities for the client
Assist the Financial Planner and client on implementation items from consult or as needed
Promptly respond to client questions through email and phone calls
Review of annual income tax returns and complete year-end tax projections
Responsibilities and Duties
Financial analysis and tax planning for each business unit that the client owns
Participation with the Financial Planner during annual client meetings
Reconciliation of each clients current investment asset allocation
Retirement plan analysis and optimization based on annual objectives of each client
Correspond with internal departments as well as outside vendors to assist the client in implementation of their financial plan
This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Job requirements
Education and Experience
Individual working towards a bachelors degree or higher in Accounting Tax Finance or related field
GPA of 3.0 or higher preferred
Strong communication interpersonal and organizational skills
Proficiency in Microsoft Office with an emphasis on MS Excel
Travel
No travel is expected for this position.
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers phones photocopiers filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however some filing may be required. This would require the ability to lift files open filing cabinets and bend or stand as necessary.
Position Type and Expected Hours of Work
This is a full-time internship position. The duration of the internship will be determined based on incumbent availability and business need. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours may be allowed based on managements approval.
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms ()
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces ()
Accounting Today - Top 100 Firms ()
Forbes Americas Best Tax & Accounting Firms ()
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace ()
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms ()
INSIDE Public Accounting - Beyond the Top 100 ()
INSIDE Public Accounting - Top 200 Firms (0)
Dallas Business Journal - Top Accounting Firms (2018)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy we encourage you to report them immediately by contacting HR at . Your concerns will be handled with the utmost confidentiality and care.
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Your application has been successfully submitted!
Required Experience:
IC
Employment Type
Intern
