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Internship
in Orlando, Florida

Do you wish to become a Financial Advisor and work solely as fiduciary in a growing and award-winning firm? 

If this is your desired career path and you have or are working toward a bachelor’s degree in finance or accounting, we are offering exciting opportunities for financial planning summer interns to join our Orlando office for four to six weeks in 2026. We are seeking candidates who possess a strong passion for financial planning, are driven, and excel in a process-oriented environment. This internship provides a valuable chance to immerse yourself in the operations of a fee-only Registered Investment Advisor firm managing over $1.3 billion in assets and gain hands-on experience. Throughout the internship, you will have the opportunity to explore various subjects and departments, gaining valuable insights into the workings of a full-service financial planning and wealth management firm.

Firm Accolades

Support Clients. Build Relationships. Grow With Us.

  • In This Role

  • Why Choose Us?

  • Key Qualifications

In this role you will:

  • Engage in the financial planning process using the same programs and technologies as our advisors.
  • Attend occasional client meetings to observe and learn.
  • Benefit from mentorship opportunities with team members, including firm principals.
  • Gain practical experience by collaborating with team members on projects across all departments, utilizing various technologies to understand the inner workings of an advisory firm.Develop project management skills through workflows, tasks, and accountability metrics.
  • Enhance written and verbal communication skills through interactions with the team and clients.
  • Provide research, analysis, and administrative support as needed.

Why Choose Us?

  • Will be selecting at least one intern for a full-time offer upon graduation
  • Supported by a seasoned client service team and professional management

Key Qualifications:

Our firm believes our people and culture are our most valuable assets, so the successful candidate will be a great fit for the role and our culture and have the following skills and abilities:

  • Currently enrolled as an undergraduate in a CFP Board Registered program
  • Scheduled to graduate in December 2026 or May 2027
  • Strong attention to detail and exceptional organizational skills
  • Willingness to learn new programs and software
  • Tech-savvy, solution-focused, and resourceful
  • Excellent written and verbal communication skills, with a knack for straightforward communication
  • Trustworthy, ethical, and hardworking
  • Positive attitude, ability to thrive in a team environment
  • Available to work in our Orlando office during regular business hours. We are   flexible with the internship timeframe to accommodate the student’s schedule.

Bring Your Talent to a Team That Values You

Applicants, please send cover letter, resumé and completed questionnaire to Tommy Lucas via email, tommy@moisandfitzgerald.com. No calls or drop-ins please.

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