Undergraduate Intern – Fiduciary Trust Wealth Planning

Franklin Templeton

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profile Job Location:

New York City, NY - USA

profile Monthly Salary: Not Disclosed
Posted on: 10 hours ago
Vacancies: 1 Vacancy

Job Summary

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise thats both broad and unique. And our welcoming respectful and inclusive culture provides opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

2025 Undergraduate Summer Intern Job Posting

Department Title: Undergraduate Intern Fiduciary Trust Wealth Planning

Please read before applying:

Start Date: All interns must start in office and in person on June 8 2026.

Anticipated End Date: August 14 2026 All interns must be in office and in person on their last day to return equipment. Interns must be located in the same location throughout the duration of their internship and are prohibited from returning laptop/equipment to a different office location or shipping their equipment back.

Position Summary:

Providing Comprehensive Financial Planning advice to high-net-worth families business owners and entrepreneurs.

An opportunity to work with experienced Personal Financial Planners Portfolio Managers Estate and Trust counsel on complex wealth management wealth transfer issues and family governance.

Team Culture:

Collaborative team of experienced planners who support the wider organization in presenting the optimal financial solutions and strategies for a diversified client base. CFPs JDs CFAs et al.

A Wealth Planning Intern at Franklin Templeton can expect to learn:

Personal income tax and the impact on investment portfolios retirement plans and distribution risk management insurance estate and gift tax planning. Wealth transfer/succession strategies for business owners and wealthy individuals.

Key Responsibilities Can Include:

Use of sophisticated tax and financial forecasting tools with the goal of presenting complex family wealth and tax issues in a manageable deliverable to solve for financial goals with optionality.

Ideal Qualifications:

A basic comfort with cash flow spread sheets and balance sheets and willing to learn and analyze personal financial statements. Interest in becoming proficient with financial planning structures advice and software.

Ready to make movesApply today!

Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered.

Due to the high volume of applications we receive we may not be able to respond to each applicant individually. If youre interested in more than one internship we encourage you to apply to all positions that align with your interests.

This is a full-time internship where students will work approximately 35 (dependent on state/location) hours per week and earn competitive hourly pay of $31 (dependent on location and function) USD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location job-related knowledge skills and experience. At Franklin Templeton we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise thats both broad and unique. From our welcoming inclusive and flexible culture to our global and diverse business we provide opportunities to help you reach your potential while helping our clients reach theirs.

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and we evaluate qualified applicants without regard to ancestry age color disability genetic information gender gender identity or gender expression marital status medical condition military or veteran status national origin race religion sex sexual orientation and any other basis protected by federal state or local law ordinance or regulation.

If you believe that you need an accommodation or adjustment to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.


Required Experience:

Intern

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Talented te...
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